Job Description
Leading international banking group, with a presence in over 50 markets and a history spanning more than 150 years. The bank is committed to driving commerce and prosperity through its unique diversity, offering innovative financial solutions and fostering sustainable growth.
Job responsibilities:
- Develop and manage a portfolio of North Asia high-net-worth clients, providing tailored financial solutions to meet their wealth management needs.
- Build and maintain strong, long-term relationships with clients by understanding their financial goals and offering personalized advice on investment, insurance, and banking products.
- Proactively identify opportunities to cross-sell and upsell the bank's wealth management products and services.
- Conduct regular portfolio reviews with clients to ensure their financial plans remain aligned with their objectives and market conditions.
- Stay updated on market trends, investment products, and regulatory changes to provi...