Relationship manager, private banking
3 weeks ago
Reporting to Deputy Regional Head, you will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank. Job Responsibilities : Originate, develop and maintain client relationships within the high net worth segment Understand clients' wealth management needs and formulate appropriate solutions to meet the needs based on the clients' circumstances and risk appetite Provide banking services and execute transactions for clients on a timely and effective manner Monitor clients' portfolio and provide timely update to clients as appropriate Perform regular reviews with clients to re-assess client's risk profile, wealth management needs and other customer details Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects Perform tasks in accordance with regulatory and compliance requirements To meet the challenge, you should have the following qualifications and attributes: Degree holder with CPWP is a plus Minimum 4 years of relevant working experience in banking industry or investment business serving high net worth customers Sound knowledge of wide range of banking and investment products Excellent selling, relationship building and interpersonal skills Strong self-initiative and able to work under pressure Professional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)Please note that only shortlisted candidates will be notified.#J-18808-Ljbffr
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Sales Director for Private Banking
2 weeks ago
Central And Western District, Hong Kong SAR China Private Bank Full timePrivate Banking Sales LeaderAbout the Opportunity:We are seeking a seasoned sales executive to lead our private banking segment, driving revenue growth and business expansion through strategic partnerships and client relationships.Key Responsibilities:Develop and execute a sales strategy to drive revenue growth and business expansion in private banking.Lead...
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Private Banking Relationship Manager
2 weeks ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeDBS Bank is a leading financial institution that provides comprehensive banking services to individuals and businesses. We offer a unique opportunity for a Private Banking Relationship Manager to work closely with high-net-worth clients and provide them with tailored financial solutions.Job Description:We are looking for a skilled professional who can...
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Private Banking Sales Leadership Role
2 weeks ago
Central And Western District, Hong Kong SAR China Private Bank Full timeSales Executive in Private Wealth ManagementAbout the Job:We are seeking an experienced sales professional to lead our private wealth management team, focusing on delivering exceptional client experiences and driving business growth through strategic partnerships.Key Responsibilities:Develop and execute a sales strategy to drive revenue growth and business...
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Senior Sales Manager in Private Wealth
2 weeks ago
Central And Western District, Hong Kong SAR China Private Bank Full timeSales Leadership in Private Wealth ManagementAbout the Job:We are seeking a seasoned sales leader to drive revenue growth and business expansion in private wealth management, leveraging expertise in sales, business development, and client relationship management.Key Responsibilities:Develop and execute a sales strategy to drive revenue growth and business...
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Private Banking Operations Specialist
2 weeks ago
Central And Western District, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full timePrivate Banking Operations SpecialistJoin Bank of Singapore, Asia's Global Private Bank, and start your career as a Private Banking Operations Specialist. We are seeking exceptional individuals to support our Client Onboarding & Lifecycle Management team in Hong Kong.About the RoleThis position is responsible for providing operational support in areas such...
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Global Private Bank Account Manager
2 weeks ago
Central And Western District, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full timeGlobal Private Bank Account ManagerWe are seeking an experienced professional to join our Client Onboarding & Lifecycle Management team in Hong Kong as a Global Private Bank Account Manager.About the RoleThis position is responsible for providing account services support in areas such as account documentation review, maintenance, and periodic review. Key...
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Head of sales, private banking
1 week ago
Central And Western District, Hong Kong SAR China Cathay United Bank Full timeBe among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth. Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients'...
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Head of Sales, Private Banking
3 weeks ago
Central And Western District, Hong Kong SAR China Cathay United Bank Full timeBe among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.ResponsibilitiesDevelop and implement sales strategies to achieve business objectives and enhance Private Banking business growth.Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients'...
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Private Banking Expert
2 weeks ago
Central And Western District, Hong Kong SAR China Bank of China Full timeJob Overview:This role involves managing a portfolio of funds and alternative investment products within Private Banking, with a focus on developing and implementing strategies for product development and management.Develop relationships with key stakeholders, including fund houses and business partners.Monitor and analyze market trends and competitor...
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Head of Sales
2 weeks ago
Central And Western District, Hong Kong SAR China Private Bank Full timeHead of Sales, Private Banking (Hong Kong)Our client, a leading bank is seeking a dynamic and strategic leader to serve as the Head of Sales, Private Banking segment.Responsibilities:Develop and execute the private banking sales strategy to achieve revenue and business growth targets.Lead, mentor, and manage a team of private bankers and relationship...
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Head of Sales and Business Development
2 weeks ago
Central And Western District, Hong Kong SAR China Private Bank Full timePrivate Banking Sales Leadership PositionAbout the Role:We are seeking a dynamic sales leader to spearhead our private banking team, driving revenue growth and business expansion through innovative strategies and exceptional client relationships.Key Responsibilities:Develop and execute a sales strategy to drive revenue growth and business expansion in...
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Private Banking Support Specialist
2 weeks ago
Central And Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full timeWe are seeking a highly motivated and organized individual to join our team as a Private Banking Support Specialist.Job Description:Support Relationship Managers in managing complex client relationships.Develop and implement effective client engagement strategies.Maintain accurate records and databases.Collaborate with internal stakeholders to achieve...
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Private Banking Associate
2 weeks ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeAbout the RoleThe Assistant Investment Counsellor will play a key role in supporting our Private Banking team in delivering exceptional client service and building strong relationships with clients. This is an excellent opportunity for a motivated individual to work with a dynamic team and contribute to the success of our Private Banking business.Main...
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Private Banking Leadership Position
2 weeks ago
Central And Western District, Hong Kong SAR China Cathay United Bank Full timeAbout Cathay United BankCathay United Bank is a leading financial institution that provides innovative and personalized banking services. We value integrity, professionalism, and teamwork in our employees.Job Description:The successful candidate will lead and manage a team of relationship managers to achieve assigned key performance indicators (KPIs) and...
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Executive Private Banking Manager
2 weeks ago
Central And Western District, Hong Kong SAR China Bank Of China Full timeWe are seeking an experienced Business Development Director to join our Private Banking team.This challenging role requires:Building and maintaining relationships with high net worth clients and referralsIdentifying and pursuing new business opportunitiesCollaborating with internal teams to deliver exceptional client experiencesAbout YouTo excel in this...
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Senior Sales Manager
2 weeks ago
Central And Western District, Hong Kong SAR China Cathay United Bank Full timeCareer OpportunityCathay United Bank invites experienced professionals to join our team as Senior Sales Manager for Private Banking Services. This role offers a unique chance to lead a high-performing team and drive business growth.Responsibilities:Lead a team of relationship managers to achieve business objectives.Supervise and develop assistant...
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Banking Relationship Expert
2 weeks ago
Central And Western District, Hong Kong SAR China CTBC Bank Co., Ltd., Hong Kong Branch Full timeAre you a seasoned banking professional looking for a new challenge?About the Role:We are seeking a Client Relationship Developer to join our Commercial Banking team in Hong Kong.Key Responsibilities:Develop new business opportunities with Private Equity funds and corporates in the APAC region.Maintain existing client relationships and originate...
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Private Banking Professional
2 weeks ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Title: Private Banking ProfessionalOur Private Banking division is committed to providing high-quality, bespoke banking solutions to high net worth individuals. Leveraging our expertise and extensive network, we help our clients achieve their financial goals and aspirations.We pride ourselves on fostering long-term relationships with our clients, built...
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Assistant investment counsellor, private banking
2 weeks ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Description - Assistant Investment Counsellor, Private Banking (WD73121)Job Description Assistant Investment Counsellor, Private Banking - ( WD73121 )Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated,...
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Director / associate director, private banking
2 weeks ago
Central And Western District, Hong Kong SAR China Bank Of China Full timeDirector / Associate Director, Private Banking Job No.: 492298 Employment Type: Full time Departments: Private Banking Job Functions: Business Development, Relationship Management Responsibilities Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business. Manage a client base of high...