Team Head, Client Relationship Management, Private Banking
Core
Manage and develop high-net-worth client relationships, provide tailored private banking services, and lead a team of Relationship Managers to drive sustainable business growth.
Role type
Senior leadership, client relationship management
Builds
Client portfolios and sustainable business growth
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, cross-selling, team leadership and coaching, investment and insurance knowledge, risk management, regulatory compliance (KYC), sales motivation
Preferred skills
HKSI (Type 1 & 4), ECF-CPWP, CFA, CFP, CFMP qualifications
Technologies
Portfolio management solutions
Responsibilities
Manage and develop private banking client relationships, explore potential clients to increase market share, perform cross-selling, lead and coach a group of Relationship Managers, achieve goals predetermined by Senior Management
Seniority
Senior, leadership & mentorship