Head of Sales, Private Banking

3 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 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 relationship Ensure compliance of local regulatory requirements and internal control and policies of the Bank Ideal candidates should possess: Bachelor degree in Business Studies, Finance, Economics related discipline Minimum 8 to 10 years’ experience in Private Wealth Management or Private Banking in which at least 3 to 5 years in a management role Proven track records in leading and managing sales team 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 #J-18808-Ljbffr



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