About the role
AI summarisedThis role is for a Client Advisor in the Premier Private Client (Offshore) segment within Group Consumer Financial Services at a bank. The advisor will manage and grow a portfolio of high-net-worth offshore clients, providing wealth management and banking solutions while ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of Premier Private Client offshore clients
- Provide professional financial advisory and wealth management services
- Identify clients' financial needs and recommend appropriate banking and investment solutions
- Proactively acquire new-to-bank offshore clients through referrals and networking
- Ensure compliance with all relevant regulatory and internal policies
- Maintain high service standards and build long-term client relationships
- Collaborate with product specialists to deliver tailored solutions
- Prepare and review client documentation and account opening processes
Requirements
- Degree holder in any discipline
- Minimum 2 years of experience in wealth management or private banking
- Strong knowledge of investment products and financial markets
- Excellent communication and interpersonal skills
- Proven track record in client acquisition and relationship management
- Ability to work independently and in a team
- Familiarity with offshore banking regulations and compliance requirements
- Proficient in English and Mandarin (to serve Mandarin-speaking clients)
- Holder of relevant regulatory licenses (e.g., CMFAS) preferred
- Self-motivated and results-oriented