Develops and executes a business plan to acquire high-net-worth clients and grow a private banking portfolio. Requires 3+ years serving private banking clients, consultative selling and investment product knowledge, and compliance awareness. Must be fluent in English and Chinese.
Core skills
high-net-worth client relationship managementbusiness development and prospectingconsultative sellinginvestment product knowledgeportfolio growth managementcredit assessment
Similar roles
More live opportunities matched by discipline and skills.