Private banker

Duties:

1. Provide professional wealth management consulting and all-round integrated financial services to high net worth clients to achieve performance targets

2. Expand Hong Kong local new customers through local market activities, etc., screen effective customers, establish deep links with customers, and improve customer conversion rate

3. Through comprehensive investment and financial planning needs analysis of customers (high net worth individuals, wealthy families, large institutions), to help customers formulate asset allocation plans and provide investment advice

4. Continuous follow-up and service, providing professional investment, inheritance planning, immigration, taxation, legal, education, global real estate and other all-round comprehensive services to customers, and maintaining a long-term good relationship with customers

Requirements:

1. At least 3 years of financial sales experience is preferred

2. Financial professional academic background is preferred

3. Have a good understanding of the macro market and products

4. Have a bachelor's degree or above, cheerful personality, strong communication skills, and be fluent in Mandarin, Cantonese, and English

5. Priority will be given to those with HKS I/ Hong Kong 1, 4, 9 license

Advantage: Can provide high talent, high-quality identity renewal