Responsibilities:

• Acquire and develop new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections
• ​Maintain client relationships with good service quality and ensure thorough KYC is conducted in compliance with regulatory requirement
• Identify clients’ investment needs. Advise and provide customized private wealth management solutions which meets client’s investment objectives and corresponding risk profile
• Aspire to achieve individual performance objectives as well as upholding corporate and compliance culture
• Strict adherence to internal and external regulatory requirements

Requirements:

• Degree holder in Finance, Economic, Business or relevant disciplines preferred
• At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector, experience in Taiwanese market a definite advantage
• Pass in the HKSI Licensing Examination and qualified under SFO for handling Regulated Activities Type 1 (dealing in securities) & Type 4 (advising on securities)
• Knowledge of private banking and treasury services, good understanding of banking operations and regulatory requirements
• Self-initiated and a strong team player
• Good communication and interpersonal skills
• Fluent in Mandarin, Cantonese and English

We offer attractive remuneration package and comprehensive fringe benefits. Interested parties please e-mail your full resume with current and expected salary by clicking 'Apply Now'.

Personal information collected will be used for considering suitability for the post and strictly in accordance with our personal data policies. It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for a period of maximum two years. 

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