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公司職位
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| 職位要求： |
Responsibilities：
- Develop and execute strategic plan and roadmap to achieve Bank’s objective and target on private banking / private high net worth business
- Lead, manage and grow a team through providing guidance, coaching and training for staff development and fostering a high-performance culture and ensuring alignment with the sales strategy
- Oversee and ensure the daily operations and sales activities comply with internal and external requirements and relevant regulatory policies
- Acquire and grow high net-worth client base by providing professional financial solutions and effective relationship management
- Manage and monitor customer accounts on an ongoing basis, offer differentiated solutions to align with customers’ changing profile and investment needs and keep exceeding customer expectations
- Identify and pursuing new business opportunities to expand the client base and increase asset under management (AUM). Develop marketing and sales strategies to attract new clients.
- Collaborate with wealth management team to develop and enhance private banking products and services
- Stay updated on the latest market and industry developments to maintain the bank's competitiveness in product offerings and customer experience
- Prepare sales management reports including sales pipelines and sales tracking and conduct business analysis for management review
- Participate in the development and implementation of compliance, systems, and procedures initiatives for private banking functions
- Provide comprehensive wealth management products, services , including investment advisory, asset allocation, portfolio management, estate planning, trust services and other relevant financial solutions to help private banking / private high net worth clients preserve and grow their wealth
Requirements：
- Degree holder or above in Business, Finance or related disciplines
- 10+ years of relevant banking experiences in serving high net-worth clientele in retail bank or private bank, of which at least 5 years as managerial role
- Possess on qualification in HKSI
- In-depth knowledge in private banking business, market trends and regulatory environment
- Demonstrates a strategic mindset, good business sense, and a strong commitment to sales
- Excellent interpersonal and communication skills, capable of leading a sales team and collaborating effectively as a team player
- Fluent in written and verbal English and Cantonese, with a communicative level of Mandarin
- Ability to adapt to a fast-paced, dynamic environment and stay updated with industry trends and regulatory changes
- Mainly station in Macau, while some travelling in HK to cover GBA clientele
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