Elite Private Banking Advisor - Wealth & Investment Pro

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 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