Private Banking Sales Leader for Ultra High Net Worth Clients
12 hours ago
We are currently recruiting a Private Banking Sales Head to lead a team for Taiwan-related client portfolio for a steadily growing bank.
Role Responsibilities- Lead the team in developing new Ultra High Net Worth Individuals with Taiwan-market connections and business opportunities through cross-selling, referral, and personal business connections.
- Aspire to achieve team performance objectives as well as uphold corporate and compliance culture, ensuring thorough KYC is conducted.
- Maintain key client relationships with excellent service quality and identify clients' investment needs. Advise and provide customized private wealth management solutions that meet client's investment objectives and corresponding risk profile.
- Achieve strict adherence to internal and external regulatory requirements.
- Degree holder in Finance, Economic, Business, or relevant disciplines preferred.
- At least 10+ years of Relationship Manager or Investment Advisor experience in private banking or ultra-high net worth clients sector, treasury services.
- Solid understanding of banking operations and regulatory requirements.
- Excellent leadership qualities and experience.
- Experience in the Taiwanese market is highly advantageous.
- Pass in the HKSI Licensing Examination and qualified under SFO for handling Regulated Activities Type 1 (dealing in securities) & Type 4 (advising on securities).
- Fluency in Mandarin, Cantonese, and English.
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