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Job Title:  Team Head – Private Banking     
Provided Salary:   Negotiable Work Type:   Full-time
Education:   Bachelor Work Place:   Macao China
Number Of Vacancies:   1 Work Experience:   11-15 years
Updated Date:   2024-02-20 Job Type:  
Banking & Finance
Certification Requirements:  

Position Requirement:
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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