Team Head, Private Banking Wealth Management (PRC Bank)

Team Head, Private Banking Wealth Management (PRC Bank)

Responsibilities:

  • To lead the RMs to develop business and  new accounts by proactively engaging with both internal and external business partners
  • Explore, identify and develop business prospects systematically
  • Create added value for both clients and the Bank through actively identifying the clients’ needs, wants and preferences so as to create a long-term trusting relationship
  • Lead and manage the overall strategy, growth and profitability of Wealth Management
  • Formulate investment directions / strategies / policies and provide high quality advisory services
  • Lead the product structuring team in providing tailor-made solutions for highly complex requests of transactions/ investment products and structured products.
  • Ensure the procedures and compliance guidelines are strictly complied

Requirements:

  • Degree holder with min 8 years of relevant experience in private banking and/or wealth management business
  • Passed the Hong Kong Securities Institute Licensing Examination or qualification of Certified Private Wealth Professional (CPWP) is preferred
  • Strong leadership and interpersonal skills to manage a good relationship with clients and peers
  • Good command of spoken and written English and Chinese, including fluent Putonghua

Interested candidates please send your cv to suzanne.choi@levin.hk OR contact us at 25200104.

Negotiable

8

Degree

Wanchai


Enquiry: 25200104

To apply for this job, please send your CV to suzanne.choi@levin.hk


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