Team Head, Client Relationship Management, Private Banking

4 days ago

hong kong, Hong Kong SAR China CFA Institute Full time

Responsibilities Manage, develop and straighten Private Banking client relationship, provide high-quality, comprehensive and tailor-made Private Banking services. Explore potential Private Banking clients, increase HNW clients market share, actively perform cross-selling, in order to improve the clients' portfolio Lead and provid the supervisory over a group of Relationship Managers by providing coaching and leadership on client acquisition and client management to build the sustainable business growth and achieve goals predetermined by Senior Management. Requirements Degree or above, with BBA, Marketing, Economic, Statistic, or Financial Management are preferable Minimum of 5 years relevant experience in financial services, with at least 3 years of which on client management is preferable. Sound knowledge in investment and insurance business, banking operation, risk management and business practices Possess a strong sense of awareness to people, being able to identify bottlenecks and motivate sales staff appropriately Possess on qualification in HKSI (Type 1 &4), ECF-CPWP, CFA, CFP, CFMP preferred Proficient in rules and regulations for Local requirement from customer KYC, portfolio management solution and risk matters. Excellent communications and presentation skills with food command of English and Chinese in both spoken and written including Putonghua #LI-CT1 If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here . #J-18808-Ljbffr

  • Head of Sales, Private Banking

    4 days ago

    Hong Kong Island, Hong Kong SAR China Private Banking Full time

    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...

  • Team Head, Taiwan Private Banking Relationships

    4 days ago

    hong kong, Hong Kong SAR China Perennial HR Full time

    A reputable Asian Private Bank is seeking a Team Head of Relationship Management for the Taiwan Market based in Hong Kong. This leadership role involves managing a team of Relationship Managers and driving business growth by acquiring new clients and enhancing existing relationships. The ideal candidate must possess at least 10 years in private banking,...

  • Team Head of Relationship Management, Taiwan Market, Private Bank

    4 days ago

    hong kong, Hong Kong SAR China Perennial HR Full time

    Team Head of Relationship Management, Taiwan Market, Private Bank Job Description: Our client, a reputable Asian Private Bank with solid regional presence, is seeking a Team Head, Taiwan Market to lead and grow a team of Relationship Managers in Hong Kong. This is a key leadership role responsible for driving business development, sales management, and...

  • Team Head, Relationship Management

    4 days ago

    hong kong, Hong Kong SAR China Hang Seng Bank Ltd Full time

    Team Head, Relationship Management - Private Banking and Trust Services Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it. We are currently seeking a high caliber professional to join our team as Team Head, Relationship...

  • Private Banking Sales Leader

    4 days ago

    Hong Kong Island, Hong Kong SAR China Private Banking Full time

    A prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...

  • Team Head, Relationship Management

    4 days ago

    Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full time

    Team Head, Relationship Management - Private Banking and Trust Services Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng...

  • Cluster Head/Team Head – Private Banking

    4 days ago

    hong kong, Hong Kong SAR China Ateca Consulting Full time

    Connecting Elite Private Bankers with Global Opportunities | Expert in Discreet & Strategic Placements A leading global private bank is expanding its front‑office leadership team in Hong Kong and is seeking a Cluster Head or Team Head to drive growth across the Greater China market. This is a high‑impact leadership role for a senior private banker with a...

  • Head of Private Banking Client Relationships

    4 days ago

    hong kong, Hong Kong SAR China CFA Institute Full time

    A leading financial services organization in Hong Kong is seeking an experienced professional for a Private Banking role. The selected candidate will manage and develop client relationships, explore potential clients to increase market share, and lead a team of Relationship Managers. A degree in a related field and at least 5 years of experience in financial...

  • Head of Relationship Management, Private Banking

    4 days ago

    hong kong, Hong Kong SAR China Hang Seng Bank Ltd Full time

    A leading financial institution in Hong Kong is seeking a Team Head for Relationship Management within Private Banking. This role involves managing a team to serve high net worth clients, ensuring compliance with regulatory guidelines, and maximizing profitability. The ideal candidate will hold a relevant degree, possess strong sales and interpersonal...

  • Head of Relationship Management

    4 days ago

    Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full time

    A prestigious financial institution in Hong Kong is seeking a Team Head for Relationship Management in Private Banking and Trust Services. You will lead a team to serve high-net-worth clients, focusing on achieving sales targets and compliance adherence. The ideal candidate holds a university degree or relevant qualifications and possesses strong sales and...