Wealth Management, Managing Director

Responsibilities:

• Deliver premium service to private banking / private high net worth (PHNW) clients and families
• Drive the team to execute sales strategies and achieve sales goals to grow Asset Under Management (AUM) under private banking / PHNW customers’ portfolio
• Coach and support subordinates in providing premium service to banking / private high net worth (PHNW) clients and families
• Manage projects in customized private banking product development and premium services to be offered
• Build and maintain strong relationship with business partners, design and negotiate cost-effective solutions to meet private banking / private high net worth (PHNW) clients and families’ needs
• Offer 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.

Requirements:

• Have a degree or higher in Finance, Business or related fields
• Have at least 10 years of experience in Private Banking and PHNW segment, with proven leadership skills
• Deliver premium service to private banking / PHNW clients and their families
• Manage the assets of private banking / PHNW clients and their families
• Coach and support the team in providing premium service to private banking / PHNW clients and their families
• Lead the development and implementation of customized private banking products and services
• Build and maintain strong relationships with business partners, negotiate and design cost-effective solutions for private banking / PHNW clients and their families
• Offer professional advice and risk management solutions to private banking / PHNW clients and their families, such as credit facilities, investment funds, bonds, life insurance etc.
• Comply with the relevant laws, rules and regulations for Private Banking and PHNW products and services