Posted By
Posted in
Sales & Marketing
Job Code
583450
Exciting Opportunity for Wealth Management Folks with a MNC bank in Hong Kong
Position : Director (Wealth Management)
Location : Hong Kong
Experience : 10-15 Years
Compensation : Not a Constraint
Organization : A Large Multinational Bank
Educational Qualifications and Experience : MBA from Premier B Schools Only
Desirable :
- Minimum 10 yrs. of relevant experience in Private wealth/private banking industry
- Proven Track Record in Building a large Asset Book and Business Book (>100 CR)
- Well entrenched network
- Ability to work across Cultures
Principal Accountabilities :
A. Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals / objectives of clients & management.
B. Customer Advisory and Relationship Management : Candidates should be able to advice clients based on their goals / needs through financial planning, asset allocation and identifying right products to meet their requirement.
C. Acquisition of New Clients : Candidate apart from bringing significant client relationship & AUM should also source new customers through individual efforts.
D. Processes and Products understanding and compliance : Brings strong understanding of products as well as micro and macro-economic trends and is able to translate the knowledge into customized strategies for the customers
E. Customs solutions to meet investment needs of the client- across banks portfolio of options.
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Posted By
Posted in
Sales & Marketing
Job Code
583450