Acquire and develop new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections
Maintain client relationships with good service quality and ensure thorough KYC is conducted in compliance with regulatory requirement
Identify clients’ investment needs. Advise and provide customized private wealth management solutions which meets client’s investment objectives and corresponding risk profile
Aspire to achieve individual performance objectives as well as upholding corporate and compliance culture
Strict adherence to internal and external regulatory requirements.
Ideal candidates should possess:
Degree holder in Finance, Economic, Business or relevant disciplines preferred
At least 5 years’ Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector, experience in Taiwanese market a definite advantage
Pass in the HKSI Licensing Examination and qualified under SFO for handling Regulated Activities Type 1 (dealing in securities) & Type 4 (advising on securities)
Knowledge of private banking and treasury services, good understanding of banking operations and regulatory requirements
We offer attractive remuneration package and comprehensive fringe benefits. Interested parties please e-mail your full resume with current and expected salary to HK_Recruit_hr@hk.cathaybk.com, quoting job title.
Personal information collected will be used for considering suitability for the post and strictly in accordance with our personal data policies. It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for a period of maximum two years.
Do not trust SMS from unknown sources
Cathay United Bank reminds you:
The Bank will not ask customers to log in Internet Banking and to enter account or personal information, including user name and password.
If you receive a text message purported to be from the Bank or from an unknown source, you should not respond to them or click on any links. If you have entered your Internet Banking user name and password on a phishing website, you are strongly advised to change your password as soon as possible.
Any questions, please call our Customer Service Hotline at (852) 2877 5488.
