Private Banker - Welcome Top Performing Semi-Private RM
CPjobs.com |
Hong Kong |
HK
Join an exciting opportunity in the financial services industry as a Private Banker. This role offers a chance to manage high-net-worth client relationships, provide tailored wealth solutions, and grow your career in a thriving environment.
Client Details
The employer is one of the leading Private Banks, offering a wide range of banking and investment solutions to HNW/ UHNW clients.
Description
As a Private Banker, your main responsibilities will include:
- Developing and managing relationships with high-net-worth individuals and families.
- Providing bespoke wealth management and investment solutions tailored to client needs.
- Identifying growth opportunities within the client portfolio and cross-selling banking services.
- Collaborating with internal teams to deliver comprehensive financial advice.
- Maintaining compliance with regulatory requirements and company policies.
- Staying updated on market trends and providing insights to clients.
- Ensuring high levels of client satisfaction through proactive communication.
- Contributing to team goals and revenue targets through strategic planning.
Profile
A successful Private Banker should have:
- A strong background in private banking or wealth management.
- Proven ability to build and maintain client relationships in the financial services industry.
- Solid knowledge of investment products, financial markets, and regulatory frameworks.
- Excellent communication and interpersonal skills.
- A results-oriented mindset with a focus on achieving client and company goals.
Job Offer
- Competitive salary range
- Opportunities for career advancement in the financial services industry
- Access to learning and development programs to enhance your expertise
Take the next step in your career and apply now to join this rewarding role.
To apply online please click the Apply button below. For a confidential discussion about this role please contact Jane Tham on +852 2848 4798.
Information :
- Company : CPjobs.com
- Position : Private Banker - Welcome Top Performing Semi-Private RM
- Location : Hong Kong
- Country : HK
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Post Date : 2025-07-07 | Expired Date : 2025-08-06