AVP / VP, Client Advisor - Private Banking

Responsibilities:

• Develop new customers and expand banking business

• Maintenance and management of customer relationships

• Meet customer needs, regularly review customer asset allocation

• Sell financial products that meet customer needs

Requirements:

• Bachelor degree in Finance or Business Administration, or related disciplines.

• CFA or ECF-PWM Qualification is preferable

• Minimum 5 years’ relevant experience in finance and banking industry

• Good command of written and spoken English, Cantonese and Mandarin

• This position is in scope for the Mandatory Reference Checking Scheme. For the details of the scheme, please refer to the website from The Hong Kong Association of Banks: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2