Key Responsibilities

• 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

Job Requirements

• Degree holder in Finance, Economic, Business or relevant disciplines preferred

• At least 6 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

• Self-initiated and a strong team player

• Good communication and interpersonal skills

• Fluent in Mandarin, Cantonese and English

Cathay United Bank jobs

Never Miss a New Opportunity