Our client is now seeking for an experienced energetic and highly motivated individual to join their private banking / wealth management team
Responsibility
- Provide private banking/ wealth management & investment service to UHNW clients
- Build and maintain relationship with the portfolio of private banking and wealth management clients
- Promote PB/ wealth management & investment product(bond, fund, equity, etc.)
- perform investment analysis & achieve sales target
Requirement
- Degree holder in finance or related
- Minimum 5 years experience in PB/ wealth management serving UHNW clients
- Experience in EAM is highly preferred
- Strong PRC UHNW client network