Vice President, Corporate and HNW Clients

Responsibilities

Provide wealth management and investment advisory services to High Net Worth clients; Analyze client financial needs and risk profiles to recommend and offer suitable financial products and solutions; Actively develop new client relationships and expand existing client portfolios to achieve sales targets and revenue growth; Cultivate and maintain long-term, trusted relationships with clients through exceptional service and regular engagement; Collaborate effectively with internal departments to ensure seamless client service and support; Perform daily operations and customer services; Undertake ad-hoc duties and special projects as assigned by management.

Requirements

Bachelor degree of above in Finance, preferably with trainer experience of junior Sales Managers and with the in-depth knowledge in structured products and the associated product design capabilities. Strong analytical and quantitative skills; 7 years or above work experience in Corporate Sales or Retail Banking including knowledge in Fixed Income or equity-linked products; Strong communication and interpersonal skills – ability to form effective working relationships; Proactive in taking responsibilities and be able to multi-task; Passionate and motivated to contribute to investment banking field; Capability of working closely with team members and delivering quality work under tight schedules; Fluency in English and Mandarin；Both written and verbal communication skills.

Data collected would be used for recruitment purposes only.