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公司職位
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| 職位要求： |
Responsibilities：
- Provide premium service to private banking / private high net worth (PHNW) clients and families
- Lead the team to implement sales strategies and achieve sales targets to increase Asset Under Management (AUM) under private banking / PHNW customers’ portfolio
- Set goals, provide guidance and support to subordinates in delivering premium service to banking / private high net worth (PHNW) clients and families
- Provide on-the-job coaching and intensive training for subordinates and support them to handle day-to-day partners related issues to ensure our quality services standard
- Lead projects in tailormade private banking product development and premium services to be offered
- Establish and maintain good relationship with business partners, design and negotiate cost-effective solutions to cater private banking / private high net worth (PHNW) clients and families’ needs
- Provide professional advice and risk management solutions to private banking / private high net worth (PHNW) clients and families including deposits, credit facilities, investment funds, bonds, life insurance and trust service, etc.
- Ensure the selling processes and activities are in compliance with internal policies, procedure and all applicable regulatory guidelines
Requirements：
- Degree holder or above in Finance, Business or related disciplines
- Minimum of 10 years’ relevant experience in Private Banking and PHNW segment with solid leadership role
- Possesses professional licensing qualifications as required by local regulatory bodies
- Resourceful with strong customers network for private banking / PHNW in Macau
- Familiar with the Private Banking and PHNW products and services together with related laws, rules and regulations
- Strong leadership capability and management skill
- Excellent communication and presentation skills with good command of both spoken and written English, Cantonese and Mandarin
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