Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth
Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients’ portfolios
Supervise and develop a team of Assistant Relationship Managers (ARM) to support client services
Utilize the Bank’s internal resources and leverage the Bank’s products and services to provide tailor-made financial services to clients
Make good use of personal’s network and professional knowledge of Private Banking industry practice to assist RM and ARM in maintaining client relationship
Ensure compliance of local regulatory requirements and internal control and policies of the Bank
Ideal candidates should possess:
Bachelor degree in Business Studies, Finance, Economics related discipline
Minimum 8 to 10 years’ experience in Private Wealth Management or Private Banking in which at least 3 to 5 years in a management role
Proven track records in leading and managing sales team
Experience in covering and understanding Taiwanese clients is a plus
Strong understanding of financial investment products and services
Excellent communication and interpersonal skills
Proficient in written and spoken English and Chinese (including Mandarin)
Holder of Type 1 and 4 licenses
Holder of CPWP (Certified Private Wealth Professional) or ECF-PWM (Enhanced Competency Framework on Private Wealth Management) certificate would be an advantage
We offer attractive remuneration package and comprehensive fringe benefits. Interested parties please e-mail your full resume with current and expected salary to HK_Recruit_hr@hk.cathaybk.com, quoting job title.
Personal information collected will be used for considering suitability for the post and strictly in accordance with our personal data policies. It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for a period of maximum two years.
Do not trust SMS from unknown sources
Cathay United Bank reminds you:
The Bank will not ask customers to log in Internet Banking and to enter account or personal information, including user name and password.
If you receive a text message purported to be from the Bank or from an unknown source, you should not respond to them or click on any links. If you have entered your Internet Banking user name and password on a phishing website, you are strongly advised to change your password as soon as possible.
Any questions, please call our Customer Service Hotline at (852) 2877 5488.
