Key Responsibilities:

1. Build and keep long-term relationships with High-Net-Worth (HNW) clients.
2. Review the financial needs of new and current HNW clients, focusing on Investment, Insurance products and special services.
3. Offer the right financial products, including investments and insurance, to meet what clients want.
4. Follow all bank rules strictly and support the Bank's Anti-Money Laundering (AML) work.
5. Work closely with other departments (like commercial and global markets) to find new sales and hit your targets.

Requirements:

1. Bachelor’s degree or equivalent academic qualification; must hold valid IIQE and HKSI licenses.
2. Demonstrated success and a proven track record in serving and managing portfolios for HNW individuals.
3. Solid background in retail banking and wealth management, specifically with I&I products and services.
4. Excellent command of spoken and written English and Cantonese; Mandarin proficiency is highly advantageous.