- Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business
- Manage a client base of high net worth individuals to achieve business penetration and portfolio growth
- Work in a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners
- Provide solutions on the basis of advice that solidify long term relationships, while exploring and capturing additional business opportunities
- Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards
- University graduate, and additional professional qualifications in Finance or Investment discipline will be an advantage
- At least 3 years solid working experience in serving private banking clients
- Strong negotiation, credit, communications, organizational, analytical, customer service and problem-solving skills
- Possess consultative selling skills, robust business development and prospecting skills
- Strong proactive networking, client following ability and aspire to build long term partnership
- Agile and flexible to adapt
- Strong knowledge of investment products, financial industry topics, trends and related issues, and ability to articulate and be conversant in all aspects of business offerings
- Ability to manage client book in a compliant manner
- Good command of both verbal and written English and Chinese
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ARM – Private Banking
发现在: Talent HK A C2 - 3天前
TalentQuest HR Limited Hong Kong, 香港 全职Responsibilities: · To assist RM in customer onboarding, product introduction, credit approval, due diligence and agreement preparation. · To cover client enquiries, clients' account transactions monitoring. · To cover a range of banking and investment transactions including but ...
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Consultant - Private Banking
发现在: Talent HK C2 - 6天前
Synpulse Schweiz AG Hong Kong, 香港We are an established, globally active management consulting company with offices in Switzerland, Germany, Austria, UK, USA, Singapore, Hong Kong, the Philippines, Australia, Indonesia and India. We are a valued partner to many of the world's largest international financial servi ...
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Senior Banker – Private Banking
发现在: Talent HK A C2 - 4天前
Be Myjob Company Limited Hong Kong, 香港 全职Responsibilities · Provide a "Wealth Management" solutions / advice to High Net Worth Individual · Find, Attract and Win new clients · Nurture and Retain existing clients and entice former clients back into the Bank · Continuously develop relationships with a portfolio of cli ...
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Manager - Global Private Banking
发现在: Talent HK C2 - 5天前
HSBC Hong Kong, 香港 Permanent - 全职Some careers open more doors than others. · If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers oppor ...
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Relationship Manager, Private Banking
发现在: Talent HK A C2 - 29分钟前
Dah Sing Financial Group Hong Kong, 香港 全职About Dah Sing Group · The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. · Our currency is caring, teamw ...
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Head of Private Banking Support
发现在: Talent HK C2 - 6天前
EFG International Hong Kong, 香港Main Duties & Responsibilities · HoPBS is responsible for the First Line of Defense ("FLoD") to ensure an effective, risk-controlled and regulatory compliant operating environment in place for the PB function based in HK and provides the assistance to the PBCOO in enhancing and ...
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Assistant Relationship Manager, Private Banking
发现在: Talent HK A C2 - 4天前
Wellesley Associates Limited Hong Kong, 香港 全职You will join a leading Swiss private bank with strong reputation and global networks with over 25 offices worldwide. The bank prides itself in providing dynamic and personalized advisory services with a focus on opportunities in international financial markets. Currently they ar ...
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Marketing & Service Manager (Private Banking)
发现在: Talent HK A C2 - 29分钟前
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Develop and execute proactive marketing strategies, and marketing promotions to help promote the brand image to support business goals in the private banking business · Create and execute client event activities from concept, through execution and evaluation t ...
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Assistant Relationship Manager, Private Banking
发现在: beBee S2 HK - 2天前
Randstad Hong Kong Hong Kong, 香港 全职Responsibilities · Client Servicing · Assist Relationship Managers in providing excellent service to private banking clients. · Act as a point of contact for clients, addressing their inquiries and requests promptly and professionally. · Maintain accurate client records and ensur ...
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Business Strategy Manager, Private Banking
发现在: Talent HK A C2 - 5天前
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities Prepare regular management reports for performance monitoring and expense control, and ensure timely and accurate information delivery to management · Interpret financial trends and explain deviations from budget, historical trend etc · Coordinate and formulate ...
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Analyst, Client Services, Private Banking
发现在: Talent HK C2 - 5天前
Standard Chartered Bank Hong Kong, 香港 全职Role Responsibilities · Strategy * · The role assists Relationship Managers ("RM") in delivering business results through providing quality information flow plus banking and investments services to clients, and in advising on and executing transactions. He/she plays a significa ...
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Assistant / Deputy Investment Consultant, Private Banking
发现在: Talent HK A C2 - 5天前
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal · Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments · Provide comprehensive support to investment cons ...
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Senior Investment Consultant/ Investment Consultant, Private Banking
发现在: Talent HK A C2 - 1天前
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations · Continue to provide professional and excellent investment advice to key clients of private ba ...
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Prestige Private Investment Consultant – Hang Seng Bank
发现在: Talent HK C2 - 1天前
HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high ...
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Prestige Private Insurance Sales – Hang Seng Bank
发现在: Talent HK C2 - 1天前
HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high ...
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Prestige Private Relationship Manager- Hang Seng Bank
发现在: Talent HK A C2 - 29分钟前
Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We ...
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Team Head, China/ Hong Kong market, Private Banking
发现在: Talent HK A C2 - 8小时前
eFinancialCareers Hong Kong, 香港 全职Prestigious Regional Private Bank · Expanding and Profitable Business with Enticing Remuneration · Heritage 5 Seasoned & Profitable Bankers · company overview. · This Prestigious Regional Private Bank is looking for a Team Head focusing on China/ Hong Kong market. You will be ma ...
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Risk Control and Support Head, Private Banking, Max 70K
发现在: Talent HK A C2 - 3天前
Gravitas Recruitment Group Hong Kong, 香港 全职Establish and implement departmental quality assurance strategies and service standards to continuously improve the quality of Private Banking services. · Coordinate and plan orientation, onboarding service training, and license accreditations to foster front-line engagement and ...
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Prestige Private Relationship Manager- Hang Seng Bank
发现在: Talent HK C2 - 26分钟前
HSBC Hong Kong, 香港 Permanent - 全职A Career with Hang Seng Bank · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high ...
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Assistant Relationship Manager job for a Top tier Global Private Bank
发现在: Talent HK A C2 - 4天前
Wellesley Associates Limited Hong Kong, 香港 全职My client is a prominent private bank with robust commercial activities and expansion especially in Asian region. With undoubted commitment in the business, they are currently looking to hire a senior professional to join their front line. · Duties: · Provide primary support to ...
Director / Associate Director, Private Banking - Hong Kong, 香港 - Bank Of China (Hong Kong) Limited
