JOB PURPOSE:
- To acquire, develop and service long-term relationships with high net worth clients.
- To work collaboratively with internal specialists to provide investment & wealth solutions to meet client needs.
PRINCIPAL ACCOUNTABILITIES:
- Generates target market prospects through a number of innovative and sustainable channels
- Converts target market prospects into clients
- Cross-sell products & services to existing clients
- Acquires net new assets to achieve targeted AUM
- Generates revenue to meet agreed upon goals
- Develops and maintains good relationships with clients.
- Achieves returns on clients portfolio according to their needs and expectations.
- Effectively interacts with network and available internal resources to provide solutions to meet client needs.
- Continuously develops own product knowledge.
- Delivers, monitors and reviews solutions to clients based on clients investment profile
- Complies with regulations, policies and guidelines
- Highlights, mitigates and protects the bank against credit, legal, reputation and other risks
- Review and respond to AML transaction monitoring queries on transactions highlighted
- Conduct periodic and timely reviews of clients accounts
KEY COMPETENCIES:
- Degree from a reputed university
- Minimum 5 years marketing experience in private banking industry
- Knowledge and hands-on experience in private banking business, including customer segments and products.
- Appropriate qualifications to advise/sell investment and other products.
- Excellent communication skill, good command in both English and Chinese as role require to liasie with Chinese speaking stakeholders.
