Private banker / Wealth Manager - Central and Western, Hong Kong Island Hong Kong - 17238



JOB DESCRIPTION

Job #: 17238
Title: Private banker / Wealth Manager
Job Location: Central and Western, Hong Kong Island - Hong Kong
Employment Type:
Salary: contact recruiter for details
Other Compensation: TBD
Employer Will Recruit From: Worldwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Private Banker / Wealth Manager /Client Advisor

Greater China - Hong Kong, China, Taiwan

 

Our Client is expanding their External Asset Management (EAM) Platform and we are actively inviting experienced Private Bankers and Wealth Managers to join them and establish their own wealth practice.

JOB DESCRIPTION

ROLE SUMMARY: 


The candidate will be responsible for bringing in new accounts and developing AUM. Cross-selling a wide range of private banking and wealth management products and solutions to clients will be part of the core responsibilities. 

Private Client Advisers at our client’s organisation develop deep client relationships in order to thoroughly understand the client’s situation and utilise that knowledge to develop tailored wealth management strategies. The Advisers are able to add value to individual and corporate clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Advisers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality client relationships (solutions and services) in an intensely competitive fragmented market, taking advantage of our clients’ platform while protecting their client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.

Markets covered: Greater China - Hong Kong, China, Taiwan

The ideal candidate is an existing private banker and has at least 60%-70% of his/her key clients domiciled in the countries covered.

Other candidates and client coverage may be considered.

QUALIFICATIONS

Experience

•3 to 5 years minimum industry experience.

• Established client base with existing AUM.

Qualifications

• SFC licensed. 

• CWM or other designation a plus.

Languages 

English, Mandarin (preferred), Cantonese (preferred). 

Roles Details

• Primary Location: Hong Kong

• Schedule: Full-time

• Education Level: Bachelor's Degree or higher

Education:
University - Bachelor's Degree/3-4 Year Degree

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