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AVP / VP-Private Client Advisor

East West BankHong Kong

26 days ago

Job description

Overview

Relationship Manager of Private Banking to manage client relationships and to provide full range of wealth management products and services to our high net worth (HNW) and ultra high net worth clients (UHNW).

Responsibilities

Acquire new HNW and UHNW clients and solicit business opportunities through proactive cross-selling, referrals and personal business connections
Identify client needs and deliver client-focused banking and wealth management solutions to enhance client experience
Collaborate with product specialists in offering professional advice to meet client investment goals and risk profile
Grow and maximize the revenue potential of this client group by building strong client relationships and delivering differentiated solutions
Adhere to bank policies and professional ethics and be alert of various business risks.

Qualifications

Degree holder in related disciplines

4 – 10 years of sales experience in consumer banking with HNW / UHNW client segment preferred

Must be registered RI (Regulated Activities; Types 1 & 4) to carry out investment regulated activities

Sound knowledge of banking, wealth management products, and business ethics

Self-starter with a tenacity to succeed, and a flair for selling

Customer-focused, with excellent communication and interpersonal skills

Certified Private / Retail Wealth Professional are preferred

Fluent in Mandarin & English is required. Cantonese is a plus.

East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.

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Client • Hong Kong