Head of Wealth Management

4 days ago


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

About Our Ideal Candidate

We are seeking a seasoned executive with a strong background in private banking, a proven track record of driving revenue growth, and excellent leadership skills. The successful candidate will have a deep understanding of the private banking landscape and the ability to develop and execute a sales strategy that drives revenue growth and expansion.

Key Responsibilities

  • Sales Strategy Development: Develop and execute a sales strategy to drive revenue growth and expansion in the private banking segment.
  • Team Leadership: Directly manage a team of private bankers and relationship managers, providing guidance, coaching, and mentorship to ensure exceptional client service and sales performance.
  • Client Relationship Building: Build and maintain strong relationships with HNW and UHNW clients, delivering tailored wealth management solutions that meet their complex needs.
  • Stakeholder Collaboration: Foster effective partnerships with internal stakeholders, including investment, risk, and compliance teams, to ensure seamless service delivery and maximize client value.

Requirements

  • Leadership Experience: 10+ years of experience in private banking, wealth management, or financial services, with at least 5 years in a leadership role.
  • Proven Track Record: Demonstrated success in sales, business development, and client relationship management, with a proven ability to drive revenue growth and expansion.
  • Business Acumen: Strong knowledge of investment products, wealth management solutions, and regulatory frameworks, ensuring alignment with industry best practices.

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