Wealth Management Sales (Private Banker)

Job Description

A global wealth management company is looking for a wealth management sales professional (Private Banker)

Roles/Responsibilities　

• Sales Activities to wealthy clients
• Ensure appropriate product messages are built into the client contact strategy
• Understand the client needs from daily interactions within the team
• Work with relative department to drive new product sales and increase the client product penetration
• Define and drive product marketing campaign plans
• Ensure sales support tools and material includes relevant and engaging content in relation to the company’s offered products
• Ensure after-sales service to smooth post execution of purchase. This should include regular performance report updates, potential sale recommendations, and answers to specific questions on the product during holding period

Required skill　

• More than 5 years of sales experience in private banking or wealth management industry
• Fluent in English
• Knowledge in mutual fund products in all asset class

Personal Attributes　

• Team player