Head of Sales, Private Banking

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Cathay United Bank Full time

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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.
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 level

Employment Type

Full-time

Job Function

Finance, Accounting/Auditing, and Strategy/Planning

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