Business Manager (Private banking services)

Responsibilities:

• Provide a full suite of private banking services to a pool of prestige clients
• Establish new clients relationship and grow existing AUM through various channels
• Assist the Chairman in business proposal preparations and implementation  of marketing and sales strategy
• Complete KYC/CDD, accounts opening documents and other clients’ onboarding procedures
• Collaborate with internal specialists to deliver tailored solutions for clients including bespoke investment strategies and financial planning
• Ensure strict compliance with internal control standards including risk management and regulatory compliance

Requirements:

• Degree holder in finance related disciplines with SFC Type 1 license
• Minimum 3 years of experience in a client-facing role, preferably from private banking/private wealth management sectors/business development in brokerage business
• Strong understanding of updated financial markets and wealth management products
• Good analytical skills, presentation and communication skills
• Bilingual in both spoken Mandarin and English