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
Long-term client relationships and tailored financial 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 building, Risk tolerance assessment, Investment strategy development, Regulatory compliance, Team leadership and mentoring, Revenue growth planning, Referral network establishment, Deal closing and negotiation.
Preferred skills
Enhanced Competency Framework (ECF) or Certified Banker (CB) certification, Experience in UHNW market, Track record in relationship selling.
Technologies
N/A
Responsibilities
Identify and convert prospects into clients, Anticipate client life and business events with financial implications, Serve as a trusted advisor for strategic financial matters, Build long-term connections with client families, Manage client expectations, Develop tailored solutions for investment and financing needs, Monitor progress against challenging goals, Establish referral networks, Help team members acquire credibility, Ensure compliance with regulatory requirements, Flag and report illegal transactions, Partner with support groups to resolve issues, Understand and communicate investment risks, Apply knowledge of key investment and financing products.
Seniority
Senior, hands-on IC with team leadership responsibilities