Director / Associate Director, Private Banking
Core
Develop and execute individual business plans to acquire high net worth clients, manage their portfolios, and deliver integrated financial solutions.
Role type
Senior Private Banking Relationship Director
Builds
Client acquisition, portfolio growth, and long-term wealth management relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
client acquisition, portfolio management, consultative selling, business development, regulatory compliance, financial product knowledge, investment analysis, networking, negotiation, problem-solving
Preferred skills
professional finance qualifications, strong command of English and Chinese
Technologies
investment products, financial industry tools
Responsibilities
Develop and execute individual business plans, manage a book of high net worth clients, integrate investment consultants and business partners, ensure adherence to compliance and regulatory standards
Seniority
Senior, hands-on IC