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Team Head – Relationship Management (Private Bank)

Conners Consulting Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-02-15
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Corporate Banking  Private Banking  Treasury  

Job Description

Our client, a well-known Private Bank in Hong Kong, is looking for a high caliber to join the group.

 

Responsibilities

  • Drive the team to meet the bank’s objectives on private banking business with generic management and supervisory responsibilities. 
  • Direct, train & coach the subordinates to provide good quality services to private banking customers. 
  • Lead the Team to acquire and grow the Mainland Chinese high net worth individual customer base through effective relationship management, with special focus on the customers' personal financial analysis, protection and investment needs. 
  • Focus on networking activities with companies and other business introducers in both Hong Kong and China to enhance the customer referral effectiveness. 
  • Design and implement strategic plans in developing and maintaining Private Banking customer base and growing the revenue and asset under management to achieve business objectives. 
  • Proactively establish working relationship with internal business units as well as external professional firms to provide comprehensive financial and wealth management solutions to target clients. 
  • Establishing and carrying out activities to ensure sales processes are in accordance with bank’s policies/procedures and regulations.

  

Requirements 

  • Degree holder or equivalent. 
  • Minimum 8 years of relevant banking experiences preferably in Private Banking industry.
  • Minimum 2 years of leadership experience in heading up a team of Relationship Managers servicing high net worth individual customers within private banking segment of a retail bank or international private bank. 
  • Possess qualifications under SFC for marketing investment products. 
  • Preferably possess qualifications under IIQAS for selling insurance products. 
  • Familiar with KYC and account documentation with knowledge of wealth management products. 
  • Familiar with private banking products and good knowledge in other retail banking products such as insurance and consumer lending. 
  • Experience in dealing with Mainland Chinese HNWI and institutions with commercial or corporate banking background are preferred. 

 

 

To apply, please send your detailed resume or contact Carmen Kwong at 3955 1358 for a confidential discussion.

Only shortlisted candidates will be notified.

All data collected will be used for recruitment purpose only & will be used strictly confidential.

 

Conners Consulting Limited

2005 Kai Tak Commercial Building 317 Des Voeux Road Central Hong Kong

Tel: (852) 3996 8090   Website: www.connersconsulting.com

 

 

Company Info

About Conners

Found in 2010 by a group of professionals with wide range of networks and extensive experience in the field. We are focus on searching talent for Banking, Finance & Insurance clients in the region. We are operating by a team of sector experts to providing clients with high quality professional recruitment services. We source and select the best talent for our clients, build up trust and match most suitable job for candidates, create long term relationship with both of our clients and candidates.

Website: http://www.connersconsulting.com

Employment Agency Licence No.: 63811

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