IC - Private Banking

TalentQuest HR Limited; Hong Kong; On-site; HKD 420,000 - 700,000; Full time

Job summary

TalentQuest HR Limited is seeking an experienced Private Banking/Wealth Management professional in Hong Kong to manage UHNW client portfolios and promote investment products, including bonds, funds, and equities.

This role requires a degree in finance or related field and at least three years of private banking experience, with strong language skills in English, Cantonese and Mandarin. Expect a high-touch, results-driven environment.

Qualifications

• Degree in finance or related field.
• At least 3 years in private banking/wealth management serving UHNW clients.
• Strong analytical skills and proven ability to develop relationships with customers.
• Excellent communication in English, Cantonese and Mandarin.

Responsibilities

• Build and maintain relationships with UHNW clients' portfolios.
• Promote private banking wealth management and investment products (bond, fund, equity).
• Perform investment analysis and achieve sales targets.

Skills

Private banking

Relationship building

Investment analysis

English Cantonese Mandarin

Education

Finance degree or related

Job description

Provide private banking/ wealth management & investment service to UHNWclients
Build and maintain relationship with the portfolio of private banking and wealth management clients
Promote PB/ wealth management & investment product(bond, fund, equity, etc.)
perform investment analysis & achieve sales target

Requirement:

Degree holder in finance or related
Minimum 3 years experience in PB/ wealth management serving UHNW clients
Strong analytical skills and solid track record in developing relationships with customers
Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin