• Competitive
  • Shenzhen, Guangdong Sheng, China
  • Permanent, Full time
  • CreditEase
  • 2019-05-24

Senior Private Banker

Responsible for managing asset allocation for HNWI clients and UHNWI clients

Job description

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.

Qualifications

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.