AVP / VP, Client Advisor - Private Banking
Introduction:
Develop new customers and expand banking business
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
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