Registered/Certified Private Banker

Position Description：
1. Develop and maintain positive business relationship with high net worth clients
2. Acquire new high-net-worth client
3. Manage your own AUM book and achieve sales target
4. Provide portfolio management services to clients
5. Update clients’ investment objectives and risk appetite

Qualifications：
1. Min 5 years’ experience in private banking/premium banking
2. Strong client network and good interpersonal communication skills
3. Solid knowledge of cross-asset classes investment instruments
4. Familiar with PB / IAM / EAM business model
5. Eligible to be SFC license Type 4 and 9 representatives preferred

Account Manager

Job Descriptions：
1.Introduce new high net worth individuals
2.Provide services to clients through KYC, SOW and investment authorization processes
3.Build customer asset scale and achieve sales targets
4.Cooperate with the investment team for portfolio management
5.Update the client’s investment objectives and risk profiles


Qualifications：
1. Min 2 years of financial working experience, preferably in front line role
2. Fresh graduate / IANG with strong high-net-worth connection also welcome
3. Strong client network and good interpersonal communication skills
4. Basic knowledge of cross-asset classes investment instruments
5. Eligible to be SFC license Type 4 and 9 representatives preferred

Head of Family Office

Job Descriptions：
1. Develop and maintain good relationships with ultra-high- net-worth clients, family offices, listed companies, etc.
2. Provide a full range of investment products and portfolio management to clients
3. Manage and develop sales team to acquire new relationships and business opportunities
4. Advise on comprehensive family office structure
5. build up excellent family office teams
6.Have curiosity, creativity and personal integrity

Qualifications：
1. Min 8 years of financial working experience, with at least 5 years’ experience in private banking/investment banking/family office/premier banking
2. Solid experience in private wealth management
3. Excellent interpersonal and communication skills
4.Possess entrepreneurial mindset and team spirit and have successful achievements
5. Eligible to be SFC license Type 4 and 9 representatives preferred