Qualifications:
- Minimum 10 years of experience in client relationship management within a private banking or wealth management environment.
- Proven track record of successfully managing high-net-worth client relationships and achieving business targets.
- Strong knowledge of investment products and services, including equities, fixed income, mutual funds, and alternative investments.
- Excellent communication skills, both written and verbal, in English, Mandarin, and Cantonese.
- Exceptional interpersonal skills with the ability to build trust, rapport, and credibility with clients.
- Strong analytical and problem-solving abilities, with a keen attention to detail.
- Results-oriented mindset with a focus on delivering exceptional client experiences.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
- Professional certifications such as CFA, CFP, or similar qualifications are highly desirable.
- Familiarity with regulatory requirements governing private banking activities in Hong Kong.
