Founded in 2002, Eagle Consultants Ltd. is specializing in executive search and general recruitment of high quality candidates. Our business coverage includes banking and finance, consumer products retail and wholesale sectors and IT related functions of various industries.

Founded in 2002, Eagle Consultants Ltd. is specializing in executive search and general recruitment of high quality candidates. Our business coverage includes banking and finance, consumer products retail and wholesale sectors and IT related functions of various industries.

Vice President – Private Banking

Job level Senior
Work exp Minimum 5 Years
Education Bachelor Degree
Location
Not Specified
Employment type Permanent
Industry HR / Recruitment Services
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Private Banking / Wealth Management
Published On 26/03/2018

 

Responsibilities:

  • Explore and develop business prospects within the high net worth segment
  • Identify clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite
  • Provide banking services and execute transactions for clients on a timely and effective manner
  • Monitor clients’ portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects
  • Perform tasks in accordance with regulatory and compliance requirements

 

Requirements:

  • Degree holder with Minimum 5 years’ relevant working experience in banking industry or investment business serving high net worth customers
  • China exposure is an advantage
  • Sound knowledge of wide range of banking and investment products
  • Strong sales drive, relationship building and interpersonal skills
  • Self-motivated and able to work under pressure
  • Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)

 

Interested parties please send your detail resume in MS WORD format with current and expected salary through 

All data collected will be used for recruitment purpose only & will be used strictly confidential

Only shortlisted candidates will be notified