Private Banking Sales

7 hours ago


Hong Kong, Hong Kong SAR China ALL-STAR AGENCY Full time

We are currently recruiting for a Private Banking Sales Head to lead a team for Taiwan-related client portfolio for a steadily growing bank.



Role Responsibilities:

  • Lead the team develop new Ultra High Net Worth Individuals with Taiwan-market connections and business opportunities through cross-selling, referral and personal business connections
  • Aspire to achieve team performance objectives as well as upholding corporate and compliance culture and ensure thorough KYC is conducted
  • Maintain key client relationships with excellent service quality and identify clients' investment needs. Advise and provide customized private wealth management solutions which meets client's investment objectives and corresponding risk profile
  • Strict adherence to internal and external regulatory requirements.

Ideal candidates are expected to possess:

  • Degree holder in Finance, Economic, Business or relevant disciplines preferred
  • At least 10+ years' Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector, treasury services,
  • Solid understanding of banking operations and regulatory requirements
  • Excellent leadership qualities and experience
  • 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)
  • Fluency in Mandarin, Cantonese and English

If you have the relevant work experience, please apply now to get in touch with Jack Leung and engage in a confidential discussion.





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