Private Banker (China Offshore Team)
Core
Serve the world's wealthiest individuals and their families by providing customized financial services to protect and grow their wealth.
Role type
Senior Private Banker (China Offshore Team)
Builds
Tailored investment, risk management, and financing/liquidity solutions for ultra-high net worth clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Prospecting and client acquisition, Strategic financial advisory, Cross-generational relationship management, Risk assessment, Regulatory compliance, Product expertise (investment/financing)
Preferred skills
Enhanced Competency Framework (ECF), Certified Banker (CB), Master's degree
Technologies
N/A
Responsibilities
Identify and convert prospects into clients, Anticipate client life/business events with financial implications, Develop tailored solutions for investment and liquidity needs, Manage client expectations and risk tolerance, Build long-term connections with client families, Ensure regulatory compliance and flag improper transactions, Partner with product experts to develop long-term solutions.
Seniority
Senior, hands-on IC