Private Banker (Greater China market)

Looking for a dynamic and driven Private Banker with a specialization in the Greater China market.

The successful candidate will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) and families, providing them with tailored financial solutions and exceptional service.

The role:

• Develop and maintain strong relationships with HNWIs and families in the Greater China market.
• Identify and acquire new clients through networking, referrals, and strategic partnerships.
• Provide insights and updates to clients on market trends and investment opportunities.
• Utilize knowledge of the local market to tailor services and products to client needs.
• Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Requirements:

• Minimum of 5 years of experience in private banking or wealth management, with a focus on the Greater China market.
• Certified in CACS 1 & 2.
• Proven track record in managing and growing a portfolio of HNWIs.Excellent communication and interpersonal skills, with proficiency in Mandarin

EA Reg No. R1985302 (Han Yen Qi)

RCB No. 201417088Z