1. Provide wealth management solutions / advice to High Net Worth Individual

2. Deliver superior client experience through understanding, anticipating and executing client’s transactions

3. Business development to acquire new clients

4. Find, educate and attract new clients to manage their wealth using Sino Suisse platform in a multi-banking set-up

5. Continuously adhere to internal policies & procedures and escalate where necessary

6. Collaborate with colleagues to ensure that all client accounts and activities comply with legal, compliance and regulatory requirements

7. Having strong client base in Greater China