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Astha

Recruiter at Nextleap Advisory

Last Login: 02 August 2024

Job Views:  
1794
Applications:  99
Recruiter Actions:  65

Job Code

583450

Director - Wealth Management - Bank - IIM/ISB/MDI/FMS

Posted 6 years ago
Posted 6 years ago

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

user_img

Astha

Recruiter at Nextleap Advisory

Last Login: 02 August 2024

Job Views:  
1794
Applications:  99
Recruiter Actions:  65

Job Code

583450

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