About the role
AI summarisedSenior Team Head for Privilege Banking focusing on the onshore market at a bank. Responsible for leading a team of relationship managers to drive wealth management business growth, client acquisition, and portfolio management while ensuring compliance and risk control.
BusinessFull-timeGeneral
Key Responsibilities
- Lead and manage a team of Relationship Managers to achieve business targets in the onshore Privilege Banking segment
- Develop and execute strategies to acquire high-net-worth clients and deepen existing relationships
- Drive cross-selling of wealth management products including investments, insurance, and deposits
- Ensure team compliance with regulatory requirements and internal policies
- Monitor and review team performance, providing coaching and guidance to improve productivity
- Collaborate with product specialists to deliver tailored financial solutions to clients
- Prepare regular business reports and analysis for senior management
Requirements
- Degree holder in Business, Finance, Economics or related disciplines
- Minimum 10 years of experience in wealth management or private banking, with at least 5 years in a team leadership role
- Strong knowledge of investment products, insurance, and wealth planning
- Proven track record in business development and client acquisition
- Excellent leadership, communication, and interpersonal skills
- Sound understanding of regulatory requirements and compliance standards
- Holder of relevant licenses (e.g., CFA, CACS) preferred
- Fluent in English and Mandarin to serve onshore clients
- Strong analytical and problem-solving abilities
- Ability to work under pressure and meet tight deadlines