Director / Associate Director, Private Banking

5 days ago

Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time
Job Summary

We are seeking a highly skilled and experienced professional to join our team as a Director / Associate Director, Private Banking. This is a key role that requires strong leadership and business development skills to drive growth and success in our Private Banking division.

Key Responsibilities
  • Business Development: Develop and execute a business plan to achieve client acquisition, business referral, and establish a book of new business.
  • Client Management: Manage a client base of high net worth individuals to achieve business penetration and portfolio growth.
  • Collaboration: Work in a collaborative environment to deliver the most appropriate products and services integrating investment consultants and other business partners.
  • Solution Provision: Provide solutions on the basis of advice that solidify long-term relationships, while exploring and capturing additional business opportunities.
  • Compliance: Ensure all work activities are adhered to compliance requirements as defined in company policies and procedures and local regulatory standards.
Requirements
  • Education: University graduate, and additional professional qualifications in Finance or Investment discipline will be an advantage.
  • Experience: At least 3 years solid working experience in serving private banking clients.
  • Skills: Strong negotiation, credit, communications, organizational, analytical, customer service, and problem-solving skills.
  • Consultative Selling: Possess consultative selling skills, robust business development, and prospecting skills.
  • Networking: Strong proactive networking, client following ability, and aspire to build long-term partnership.
  • Adaptability: Agile and flexible to adapt.
  • Product Knowledge: Strong knowledge of investment products, financial industry topics, trends, and related issues, and ability to articulate and be conversant in all aspects of business offerings.
  • Client Management: Ability to manage client book in a compliant manner.
  • Language: Good command of both verbal and written English and Chinese.

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