Team Head & Executive Director - Private Banking

ResponsibilitiesManage a team of Relationship Managers and Client Servicing Managers/Officers, and be responsible of team budgets/administration and activitiesResponsible for identifying and developing client relationships with HNW & UHNW individuals or familiesAct as the account manager for the dedicated customer accounts and manage the clients’ portfolio in a professional manner.

Meet and know major clients of his/her team and develop client base with team membersDevelop and grow the customer base for Private Banking DepartmentConduct regular review on clients' accounts and portfoliosEnsure that all the established procedures and compliance guidelines including relevant code of conduct and banking practice relating to Private Banking and securities services are strictly compiledRequirementsUniversity graduate, MBA/MA/MS/CFA preferableMinimum 12 years of relevant working experience, preferably in private banking, marketing and credit experienceAt least 5 years at supervisory levelThorough knowledge of credit, risk control, investment productsA team player possessing marketing, leadership and interpersonal skillsProficiency in both spoken and written English and Chinese, Putonghua an advantageExcellent presentation and communication skillProper SFC license requireHKIB qualification (Certified Private Wealth Professional (CPWP)) is highly preferredOur Private Banking Awards & RecognitionsEuromoney Private Banking awards – 2025Asian Private Banker Awards for Distinction – 2024(1) Highly Commended Private Bank – Hong Kong HNW(2) Highly Commended Private Bank – Next Generation ServicesPersonal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request.

Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.