About the role
AI summarisedThe Head of Priority Banking (Onshore) leads the onshore priority banking segment, driving growth through client acquisition, relationship management, and team leadership. This role oversees sales strategies, ensures compliance, and enhances the client experience for high-net-worth individuals.
BusinessFull-timeGeneral
Key Responsibilities
- Develop and execute strategic plans to grow the priority banking segment and achieve business targets.
- Lead, mentor, and manage a team of relationship managers and support staff.
- Drive client acquisition and deepen relationships with existing high-net-worth clients.
- Ensure compliance with regulatory requirements and internal policies.
- Monitor portfolio performance and implement risk management strategies.
- Collaborate with product and investment teams to offer tailored financial solutions.
- Enhance customer service standards and client experience.
- Prepare and present business performance reports to senior management.
Requirements
- Minimum 10 years of experience in wealth management or priority banking.
- Proven track record in sales leadership and team management.
- Strong knowledge of investment products, financial planning, and risk management.
- Excellent communication and interpersonal skills.
- Ability to build and maintain relationships with high-net-worth clients.
- In-depth understanding of regulatory and compliance requirements in banking.
- Bachelor's degree in Business, Finance, Economics, or related field.
- Professional certifications such as CFP or CFA preferred.
- Strategic thinking and problem-solving abilities.
- Proficiency in English; Mandarin is an advantage.