ALL-STAR AGENCY | Private Banking Sales

2 days ago


hong kong, Hong Kong SAR China ALL-STAR AGENCY Full time
Private Banking Sales (VP) Team Head (Taiwan portfolio)

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

Role Responsibilities:

  • Lead the team to 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 while upholding corporate and compliance culture and ensuring 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 that meet clients’ investment objectives and corresponding risk profiles.
  • Strict adherence to internal and external regulatory requirements.

Ideal candidates are expected to possess:

  • Degree holder in Finance, Economics, Business, or relevant disciplines preferred.
  • At least 10+ years of Relationship Manager or Investment Advisor experience in the private banking or ultra-high net worth clients sector.
  • Solid understanding of banking operations and regulatory requirements.
  • Excellent leadership qualities and experience.
  • Experience in the Taiwanese market is 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Analyst and Finance

Industries

Banking

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