Job ref no.: Ref.A-50898

EAM Portfolio Manager/ Vice President (VP)/ Senior Vice President (SVP) Private Banking

AMAC Human Resources Consultants

  • Preferably Degree holder or equivalent
  • Preferably an SFC licensed representative of type 9 regulated activity
(asset management)
  • Minimum 3 years of relevant banking experiences in serving high net
worth individuals in private banks or retail banks
  • Familiar with KYC and account opening documentation
  • Familiar with private banking/retail banking products
  • Good knowledge of wealth management products
  • Good knowledge in risk assessment and credit analysis
  • Good interpersonal, problem solving and communication skills
  • Good command of written and spoken English and Chinese (including
Putonghua)

Job Duties:
  • Acquire and grow high net worth individual customer base through
effective relationship management, with special focus on the
customers' personal financial analysis, protection and investment
needs
  • Achieve the company's objective on sales target and business plans
  • Proactively build and maintain business relationship with individuals
who satisfy the suitability standard and those who meet the minimum
AUM requirement
  • Engage in networking activities within our group and other business
introducers in both Hong Kong and China to enhance the customer
referral effectiveness
  • Maintain a close working relationship with EAM team to ensure the
continued viability of client objectives and to ensure coordination of
a client's overall strategies and needs
  • Formulate Investment Policy Statement (IPS) for clients based on their
financial status, return objectives and risk tolerance
  • Construct clients' portfolio asset allocations to meet their
expectation with suitable diversification
  • Review clients' portfolio regularly to ensure performance is in line
with expectations
  • Analyze market information such as product risks, fees, and portfolio
performance
  • Manage and monitor clients' accounts on an ongoing basis in order to
understand changing investment needs and objectives and to coordinate
portfolio solutions
 
 
Interested parties please apply by clicking Apply Now.
 

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More job information
Job ref no. Ref.A-50898 (CT3116513-01#8986)
Salary
  • N/A
Job Function
Industry
Experience
  • 3 years - 8 years
Career Level
  • Middle management level
Education
  • Degree