Director / Associate Director

Job level Middle
Work exp Minimum 3 Years
Education Bachelor Degree
Language Chinese - Cantonese, English
Location
Central
Employment type Full Time
Industry Banking
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Asset Management
Sales / Business Development / Customer Service > Business Development
Published On 12/07/2019
ref. 492298

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

 

Requirements

  • 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

Responsibilities

  • 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
  • Good command of both verbal and written English and Chinese