Job Description

Our client is a leading Chinese Retail Bank. They are currently looking for high calibre to join their expanding team.

Responsibilities

• Manage a portfolio of Hong Kong and Chinese HNW and Priority clients
• Proactively acquire new clients and generate new AUM
• Provide financial analysis and promote full range of wealth management products
• Monitor client accounts and provide professional and high-quality service
• Adhere to all AML policies, compliance and regulatory requirements

Job Requirements

• University degree in Business Administration or related disciplines
• Minimum of 2 years of relevant experience serving Priority or Retail clients in Retail banking
• With IIQE paper 1, 2, 3 and HKSI paper 1, 7, 8
• Strong knowledge of Investment, Insurance and Loan products
• Good command of both spoken and written English and Chinese. Native Mandarin will be an advantage