Job No.: 492298
Employment Type: Full time
Departments: Private Banking
Job Functions: Asset Management, Business Management, Customer Service, Relationship Management

Director / Associate Director


  • Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business
  • Manage a client base of high net worth individuals to achieve business penetration and portfolio growth
  • Work within a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners
  • Provide advise-based solutions that solidify long term relationships, while exploring and capturing additional business opportunities
  • Ensures that all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards


  • University graduate, and additional professional qualifications in Finance or Investment discipline will be a plus
  • At least 3 years of solid working experience in serving private banking clients
  • Strong negotiation, credit, communications, organizational, analytical, customer service and problem-solving skills
  • Possesses consultative selling skills, robust business development and prospecting skills
  • Strong proactive networking, client following ability and aspired in building long term partnership
  • Agile and flexible to adapt
  • Strong knowledge of investment products, financial industry topics, trends and related issues, and ability to articulate and be conversant in all aspects of business offerings
  • Ability to manage client book in a compliant manner

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website “” 

Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

Job level Middle
Work exp 3 Years
Education Bachelor Degree
Industry Banking
Job function Banking / Finance (Account / Relationship Management )
Banking / Finance (Asset Management)
Banking / Finance (Private Banking / Wealth Management)
Location Hong Kong
Employment type Full Time
Published On 27/09/2016