Head of Private Wealth Management , Leading Chinese based Financial Service

2023-04-27
$80000 - $120000 / month
Application ends: 2026-05-18

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Job Description

Job Highlights

Job Description

Responsibilities:

  • Establish new business contact and expand the business portfolio of PWM PRC related clients
  • Responsible to lead the RM team and achieve business target which is assigned by management
  • Provide investment advisory service to PWM clients and selling solutions to PWM customer
  •  To manage customers’ portfolio by providing advisory service and perform trading order execution for clients
  • Sell and cross-sell investment/FX/securities products
  • To maintain cordial relationship with existing clients and potential clients

Requirements:

  • University Degree in Business Administration, Finance, Economics or relevant discipline
  • Minimum 5 years private banking/ wealth management experience or equivalent, PRC experience is an advantage
  • Holder of professional qualifications
  • Good communication and interpersonal skills
  • Good written and spoken English and Chinese, including Putonghua