Job Description
Responsibilities:
Provide private banking / professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities etc.) based on their investment needs and objectives;
Enhance existing clients' portfolios through offering suitable wealth management solutions within our diversified range of products in International private banking platform such as UBS、Credit Suisse 、Julius baer or BOS;
Build up and maintain business relationships with the portfolio of private banking / wealth management customers;
Formulate and execute sales and marketing strategies for the wealth management and other products of the Group to achieve the sales targets;
Perform investment portfolio analysis and provide re-allocation recommendation;
Work closely with Product Specialist / Investment Consultant Team to ensure the viability of investment portfolios for the achievement of investment objectives of customers;
Formulate clients acquisition tactics through workable sales strategy and execution of marketing event/sales activities to generate business;
Comply with full compliance with internal guidelines and external regulatory bodies.
Requirements:
• Comply with all applicable compliance requirements, laws, rules and regulations and standard of good market practices.