This is a perm role for one of our banking client
The candidate must be willing to work in the Hong Kong Office.
Job Description
- Understand client preference by profiling, probing and assessing clients background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.
- Understand financial markets, investment products, and wealth management principles
- Recommend suitable investment products and solutions.
- Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients
- Meet and exceed customer expectations, providing excellent service and creating favorable connections that results in building long-term relationships with the organization.
- Provide clients with ongoing financial advice and guidance, address their queries or concerns and proactively recommend wealth management solutions
- Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performances
- Collaborate with internal teams to offer comprehensive financial solutions to clients
- Establish and maintain network of associations and organizations that can help advance the achievement of business goals
- Help the company meet its financial objectives through personalized financial planning
- Exemplifies integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices
- Works with Team
- Able to deal positively with change, being agile and resilient in addressing an ever-changing environment.
Educational Qualifications:
- Bachelor's Degree graduate with at least 2- 5 years of extensive and proven experience in Private Banking
- Understanding of financial markets, investment products, and wealth management principles
- Relevant work experience in relationship management focused on investments and business development. Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred.
- Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously
- Excellent interpersonal skills and the ability to build trust and rapport with clients
- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset
Good to have but not required
- HKMA / SFC Type 1 license and a Certified Private Wealth Professional
Interested applicants, please click
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Joselito || EA Registration: R25126580
