Head of Client Acquisition

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Cathay United Bank Full time

About the Role: Private Banking Business Development Leader

Cathay United Bank is expanding its Private Banking business and seeking a seasoned professional to lead the charge.

In this role, you will be responsible for developing and implementing sales strategies to drive growth, leading and managing a team of Relationship Managers to achieve assigned KPIs and AUM revenue, and ensuring compliance with local regulatory requirements and internal control policies.

Responsibilities include:

  • Developing and implementing sales strategies to drive growth and enhance our Private Banking business.
  • Leading and managing a team of Relationship Managers to achieve assigned KPIs and AUM revenue.
  • Supervising and developing a team of Assistant Relationship Managers to support client services.
  • Ensuring compliance with local regulatory requirements and internal control policies.

Requirements include:

  • Bachelor degree in Business Studies, Finance, Economics or related discipline.
  • Minimum 8 to 10 years' experience in Private Wealth Management or Private Banking, with at least 3 to 5 years in a management role.
  • Proven track record in leading and managing sales teams.
  • Experience in covering and understanding Taiwanese clients is a plus.


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