50-65,000 HK$ pcm (based on exp – fantastic bonus)
Position Type:
Employee
Employment type:
Full time
Updated:
18 Aug 2008
eFC Ref no:
444684
You will be working in the Bank’s Global Wealth Management & Business Banking section which are one of the world’s largest wealth manager’s and Europe’s leading retail bank.
As a Client Advisor / Relationship Manager in the banks wealth management department, you will develop and maintain long term client relationships by drawing on your strong personal contact network. As a competent partner to your clients you will advise them on all aspects of wealth management strategies and solutions to maximise their wealth opportunities. You will achieve this by building strong relationships with your clients relying on your excellent knowledge of the market and drawing on the expertise of the bank's product and solution specialists as appropriate.
Job Description:
Generates profitable income through prospecting, development and servicing of high-net-worth clients
Has a specific geographic market focus by developing clients in one or two markets of greatest impact
Provides clients with customised solutions by implementing a strategy that facilitates a breadth of offerings, including generational planning, banking and liability management and asset management
Works as part of a team to prospect new clients and develop and retain current client relationships
Manages a client service officer or a client service associate who obtains investment information from clients and prospects to create and maintain client profiles
Job Requirements:
Is an experienced wealth management advisor, preferably with more than seven years of service
Has an established book of business of a minimum of US $40 million of assets under management with the majority of asset size greater than US $2 million based in China & Hong Kong market
Is entrepreneurial and independent; exhibits integrity, initiative, strong motivation and attention to detail
Is fluent in English, Cantonese & Mandarin (preferably)
Has good presentation and communication skills and is a good listener
Demonstrates an appropriate level of technical and professional skills and knowledge
Recognises and values individual uniqueness and differences; demonstrates the Banks principles of client focus, respect for the individual, teamwork, responsible citizenship and integrity
Candidate would be a degree holder in the relevant industry with up to date licenses and required qualifications
