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Job Description

• Develop and maintain relationships with HNW clients, providing tailored both of onshore and offshore banking solutions, expert advice on portfolio management, financial products, Investment opportunities and wealth structuring.
• Acquire new clients by leveraging existing network and through targeted prospecting efforts.
• Provide exceptional client service by ensuring timely and accurate execution of transaction, responding to client inquiries, and addressing their financial goals.
• Work closely with the wealth management team such as CIO team, Wealth Planning and Family office.
• Monitor and optimize client’s investment portfolios, ensuring they align with investment objective and defined strategy.

Qualifications:

• Bachelor’s degree or higher in Business Administration, Banking and Finance, Economics, Accounting, Marketing, or related fields.
• Minimum of 7-year experiences in Private Banking, Investment, or Wealth Management fields. Experience in working with High Net Worth customers is preferable.
• Experience in offshore Investment or offshore working experience is preferable.
• Investment and insurance license holder, CFP is a plus
• Professional in MS. Office: Excel, Word, Power point. Fluent in English speaking and writing. And good personality and interpersonal skills, passionate in sales and services. Hard-working, ambitious, and capable presentation skills.

We're committed to bringing passion and customer focus to the business.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.