Job Description

Responsibilities:

• Source for and acquire new clients that are in line with the Bank\xe2\x80\x99s Wealth Management target markets (Southeast Asia)
• Build, manage and deepen new and existing relationships with clients so to enable to a long term and holistic banking relationship with the Bank
• Work closely with Investments Counsellors to co-manage the portfolio of clients and generate investment revenue
• Deliver excellent service to clients and deepen relationship by value-adding to clients\xe2\x80\x99 wealth management needs
• Aspire to achieve individual performance objectives, from client book development, sales /financials, to upholding risk/compliance culture
• Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
• Ensure that all transactions comply with the Bank and regulatory requirements
• Conduct business with a high degree of professionalism and integrity

• Bachelor\xe2\x80\x99s degree from an accredited university
• At least 5 \xe2\x80\x93 10 years\xe2\x80\x99 relevant banking experience with a proven track record in the private banking/wealth management segment covering Greater China market
• Solid sales record in asset acquisition and generating sustainable revenue is expected in the role
• Strong business development skills with a network of client referral channels
• A self-starter and team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention
• Strong understanding of financial services industry and demonstrate a strong interest in financial, global and capital markets
• Excellent interpersonal skills and ability to build and foster a strong network of relationships
• Highly motivated, ability to work independently and determined to work in a platform of growth and entrepreneurial company

• M1B / M5 /M6 / M6A / M8 / M8A
• CACS (Client Advisor Competency Standards) Paper 1 & 2

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