Head of Sales, Private Banking
3 days ago
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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.
- 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.
Mid-Senior level
Employment TypeFull-time
Job FunctionFinance, Accounting/Auditing, and Strategy/Planning
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