- Shenzhen, Guangdong Sheng, China
- Permanent, Full time
Senior Private Banker
Responsible for managing asset allocation for HNWI clients and UHNWI clients
Responsible for managing asset allocation for HNWI clients and UHNWI clients;
Maintaining relationship with HNWI clients and UHNWI clients from mainland China;
Advising clients on portfolio management, asset allocation, wealth structuring and other investments. Travelling as necessary to meet clients and new prospects;
Providing investment reports for clients regularly;
Working closely with investment advisory, compliance and execution teams.
Degree holder in Banking, Finance or related disciplines;
Minimum of 8 years experience in a similar role;
Broad knowledge of financial products and services, including stocks, funds, insurance, immigration, private trust and so on;
Talent for client acquisition and client service. Experience on servicing mainland clients preferred;
Solid collaboration, influencing and negotiation skills;
Strong interpersonal and communications skills;
Fluent in Mandarin.