Director / Associate Director, Private Banking

Responsibilities

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 in a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners
Provide solutions on the basis of advice that solidify long term relationships, while exploring and capturing additional business opportunities
Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards

Requirements

University graduate, and additional professional qualifications in Finance or Investment discipline will be an advantage
At least 3 years solid working experience in serving private banking clients
Strong negotiation, credit, communications, organizational, analytical, customer service and problem-solving skills
Possess consultative selling skills, robust business development and prospecting skills
Strong proactive networking, client following ability and aspire to build 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

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