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Senior Banker – Private Banking

Be Myjob Company Limited Hong Kong
Posted 3 days ago Permanent HK$50k - HK$120k
M
Posted by
Michael Hui
Recruiter
Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs.

 

Responsibilities 

  • Provide a “Wealth Management” solutions / advice to High Net Worth Individual 
  • Find, Attract and Win new clients 
  • Nurture and Retain existing clients and entice former clients back into the Bank 
  • Continuously develop relationships with a portfolio of clients 
  • Provide a “Single Point of entry” into the Bank with an efficient access to a network of specialists 
  • Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets  
  • Maximize client assets and revenues from its AUM (Asset Under Management) 
  • Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue 
  • Work closely with internal credit advisors to provide bespoke lending solutions and grow lending balances 

Requirements 

  • 5+ years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors 
  • Proven track record in client acquisition, asset gathering, asset growth and revenue generation 
  • Excellent communication and negotiation skills 
  • Attention to detail and the ability to think creatively and solve problems 
  • Excellent understanding of financial markets and wealth management products 
  • Strong focus on client servicing 
  • Speaks fluent English. Mandarin and Cantonese skills would be beneficial depending on job market
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