HNW Banker HNW Banker …

ConnectedGroup Limited
in Hong Kong
Permanent, Full time
Last application, 04 May 21
Negotiable
ConnectedGroup Limited
in Hong Kong
Permanent, Full time
Last application, 04 May 21
Negotiable
Our client, a leading financial institution is currently seeking talent to join their Private Banking team. You will be accountable for identifying and managing client relationships within the High-Net-Worth market.

Responsibilities:

  • Act as ongoing Relationship Manager for new and existing High-Net-Worth clients
  • Grow revenue, increase Asset Under Management of portfolio and incase inflows of Net New Money, achieving growth by leveraging brand, channels and network
  • Follow up on portfolio on a regular basis and develop client's profitability
  • Maintain a high level of client satisfaction by generating, managing and proactively advising for a High-Net-Worth Private Banking portfolio of clients
  • Develop, generate and follow-up on new client leads through existing clients and referrals
  • Identify and own the client onboarding process
  • Understand and adhere to the company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management
  • Engage specialists and partners to address client's needs
  • Understand client/family goals and objectives, delivering appropriate solutions
  • Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients

 

Responsibilities:

  • Bachelor's degree holder in Business Administration, Finance, Economics or related disciplines; with a minimum of 5+ years of client facing experience in the Financial Services or Retail Banking industry
  • Sound understanding of investment products and strategy for HNW clients
  • Measurable track record of successfully selling to HNW clients
  • Interactive skills in order to understand client needs and take action with the appropriate solutions
  • Strong client relationship management and sales skills
  • Impeccable interpersonal and organizational skills
  • Strong knowledge of financial industry and current market conditions
  • Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
  • Proficiency in written and spoken Cantonese, English, and Mandarin

 

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