Responsibilities

• Support the General Manager in leading the overall management, strategic planning, and development of the Private Banking Department.
• Drive business growth, profitability, operational efficiency, and service excellence in alignment with the Bank’s objectives.
• Oversee Private Banking, Investment, Securities, Insurance, and Wealth Management businesses, ensuring compliance with regulatory requirements, internal policies, and HKMA governance standards.
• Provide management oversight of private banking risk management, including suitability controls, AML/CFT, regulatory compliance, and operational risk matters.
• Serve as a key liaison with regulators, auditors, and internal control functions on matters relating to private banking activities.
• Develop and maintain relationships with key clients and business partners to support business growth and strategic initiatives.

Requirements

• Bachelor’s degree or above in Finance, BA, Economics or related disciplines.
• Min. 15 years’ banking experience, including substantial exposure to Private Banking and Wealth Management, with at least 8 years in a senior management capacity.
• Holder of an Insurance Responsible Officer (RO) license is required and Securities Executive Officer (EO) license is preferred.

• Certified Private Wealth Professional (CPWP) certification is preferred

• Strong knowledge of Private Banking, Investment Advisory & Securities, Insurance, and Wealth Management products and services.
• Solid experience in risk management, regulatory compliance, governance oversight, and suitability controls within a private banking environment.
• Sound understanding of Hong Kong banking regulations, SFC requirements, insurance regulations, and AML/CFT standards.
• Proven leadership, stakeholder management, business development, and people management capabilities.
• Proficiency in Putonghua, Cantonese, and English.

Interested candidates please send your CV to winsome.choi@levin.hk or contact us at 25200103.