Head of Sales, Private Banking

3 weeks ago

Central And Western District, Hong Kong SAR China Cathay United Bank Full time
Be 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' portfolios.Supervise and develop a team of Assistant Relationship Managers (ARM) to support client services.Utilize the Bank's internal resources and leverage the Bank's products and services to provide tailor-made financial services to clients.Make good use of personal's network and professional knowledge of Private Banking industry practice to assist RM and ARM in maintaining client relationships.Ensure compliance with local regulatory requirements and internal control and policies of the Bank.Job Requirements

Bachelor degree in Business Studies, Finance, Economics or related discipline.Minimum 8 to 10 years' experience in Private Wealth Management or Private Banking, with at least 3 to 5 years in a management role.Proven track records in leading and managing sales teams.Experience in covering and understanding Taiwanese clients is a plus.Strong understanding of financial investment products and services.Excellent communication and interpersonal skills.Proficient in written and spoken English and Chinese (including Mandarin).Holder of Type 1 and 4 licenses.Holder of CPWP (Certified Private Wealth Professional) or ECF-PWM (Enhanced Competency Framework on Private Wealth Management) certificate would be an advantage.Seniority Level

Mid-Senior levelEmployment Type

Full-timeJob Function

Finance, Accounting/Auditing, and Strategy/PlanningReferrals increase your chances of interviewing at Cathay United Bank by 2x.

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