Private Banker

岗位职责

职责描述： Developandmaintainhigh-profileclients.Provideseveralassetallocationservicesforhigh-net-worthcustomers. Analyzetheneedsofthecustomersaccordingtotheirassetscales,lifegoals,expectedincome,andrisktolerancecapabilities.Draftprofessionalfinancialplansandrecommendappropriatefinancialproducts. Adjusttheproportionofdifferentfinancialproductstoachieveareasonableallocationofasset.Makethecustomers’assetincreaseinvalueonthebasisofsafetyandstability. Contactwiththeclientsregularlytoreporttheincomeofthefinancialproducts.Introducenewfinancialservices,wealthmanagementproductsandfinancialmarkettrendstocustomerstobuildupagoodrelationship. Participateincompany'strainingsessionsactively.Improveyourprofessionalismandcommunicationskillscontinuously.任职要求： Bachelordegreeoraboveinfinanceisneeded.Overseaseducationispreferred.Holdfundqualificationandsecurities,insurance,CHFP,AFP,CFP,CFAandotherfinancialcertificates. Over8yearsofworkingexperienceindomesticandforeignprivatebanking,familyoffices,andwealthmanagementagencies.Haveexcellentperformancesinthepast. Beabletogiveoutownunderstandingandthinkingduetoawealthoffinancialexpertiseandunderstandingofdomesticandinternationalfinanceandinvestmentmarket. Haveakeeninterestintheinvestmentandwealthmanagementindustry.Pursuecareerachievementsanddevelopmentwhilebeinghumbleandhonest. Possessgoodlearningability,relationshipmanagementability,mentalmaturityandtenacity.所属部门：财富管理部