Elite Banker

Hong Kong Job Consulting; Hong Kong; On-site; HKD 500,000 - 900,000; Full time

Benefits offered by this job

Living allowance

Monthly allowance

Year-end bonus

Generous incentive scheme

Comprehensive training

Life protection and medical benefits

Job summary

A leading financial group in Hong Kong is seeking an Elite Banker to manage client portfolios across Private Banking, Personal Banking, Funds Investment and Insurance. You will provide a one-stop service, identify client needs, and map suitable investment and insurance solutions for high-net-worth clients.

Collaboration with multiple profit centres and AML compliance are key aspects. The role requires strong presentation and communication skills, fluency in English and Chinese, and relevant

Qualifications

• University degree or equivalent; professional qualifications preferred.
• Holders of CB Professional Qualifications and/or Awards preferred.
• Experience in managing and growing an assigned customer portfolio is advantageous.
• Solid knowledge of Private Banking, Retail banking products & services incl. investments and insurance.

Responsibilities

• Provide one-stop banking, investment & insurance services for high-net-worth clients.
• Explore and develop long-term banking and financial relationships with customers.
• Identify needs for financial services and map suitable products and services.
• Cross-offer potential business opportunities across partners for growth.
• Work with Private Banking, Personal Banking and other stakeholders to build pipelines.
• Ensure AML compliance and contribute to AML team efforts.
• Groom mobile wealth management team members if necessary.

Skills

Client portfolio management

High-net-worth clients

Relationship building

Cross-selling

English & Chinese communication

Education

Bachelor's degree

IIQE

HKSI

MPF

CFPCM

CB Professional Qualifications

Job description

A reputable Financial Group listed in Hong Kong is looking for a sales-driven Elite Banker, responsible for managing client portfolio for Private Banking, Personal Banking, Funds Investment and Insurance Services.

Responsibilities:

• Provide the one-stop banking, investment & insurance services for high-net worth clients
• Explore and develop long-term banking & financial relationships with customers
• Identify existing and prospective customers' needs of financial services, including both products & services
• Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
• Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
• Work closely with various Profit Centres, such as Private Banking, Personal Banking (Commercial Loans, Deposits, Personal Loans, Credit Card, etc.) and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
• Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
• Groom mobile wealth management team members if necessary

Requirements:

• University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFPCM will be preferred
• Holders of CB Professional Qualifications and/or Awards will be preferred
• Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage
• Sound knowledge and at least 3 years' solid experiences in Private Banking, Retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in commercial banking products & services and Fund Investment a definite advantage
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
• Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
• Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and commercial customers
• Proactive, mature, independent, customer-focused, and pleasant
• Excellent presentation, interpersonal & communication skills
• Good command of both verbal and written English and Chinese, Putonghua a definite plus
• Experience in Cross-border Business is definitely preferable
• Those candidates without both HKSI Paper 1, 7 & 8 and IIQE Paper 1 & 3 should NOT apply
• Attractive Package, including living allowance, monthly allowance, generous incentive scheme & year-end bonus
• All-rounded & comprehensive training on banking services, fund investment, insurance premium financing, professional consultative selling skills, etc. and on-the-job training & coaching
• Systematic Career Development Programs and promotion opportunity
• Life Protection and Medical Benefits