Head of Private Banking Job in 銀行及保險 in 所有澳門特別行政區地區

Head of Private Banking Job in 銀行及保險 in 所有澳門特別行政區地區 - Job Description

職位內容

公司名稱: 滙業銀行 BANCO DELTA ASIA, S.A
滙業銀行（前身為澳門恆生銀行）於1935年在澳門成立，是滙業財經集團的旗艦公司，將邁向90年歷史。時至今日，滙業銀行已發展成為現代化綜合金融機構，以投資銀行及私人銀行業務為重心，配合商業銀行和全面的產險及壽險業務，為澳門社區及中小企業提供專業的銀行服務。

滙業財經集團亦在香港設立公司，專營證券買賣、財富管理及保險銷售，更在廣州設有諮詢公司，致力為中、港、澳的企業及個人客戶，提供各項優質的金融服務。

滙業銀行秉承「以人為本」的經營理念，視每位員工為重要資產，竭力推廣關愛員工文化，我們為員工提供具活力的工作環境，良好的職途發展機會，全面性的專業訓練，以及具競爭力的薪酬及福利計劃。

Head of Private Banking

誠信‧專業‧創富‧增值

Responsibilities:

Develop and execute strategic plan and roadmap to achieve Bank’s objective and target on private banking / private high net worth business
Lead, manage and grow a team through providing guidance, coaching and training for staff development and fostering a high-performance culture and ensuring alignment with the sales strategy
Oversee and ensure the daily operations and sales activities comply with internal and external requirements and relevant regulatory policies
Acquire and grow high net-worth client base by providing professional financial solutions and effective relationship management
Manage and monitor customer accounts on an ongoing basis, offer differentiated solutions to align with customers’ changing profile and investment needs and keep exceeding customer expectations
Identify and pursuing new business opportunities to expand the client base and increase asset under management (AUM). Develop marketing and sales strategies to attract new clients.
Collaborate with wealth management team to develop and enhance private banking products and services
Stay updated on the latest market and industry developments to maintain the bank’s competitiveness in product offerings and customer experience
Prepare sales management reports including sales pipelines and sales tracking and conduct business analysis for management review
Participate in the development and implementation of compliance, systems, and procedures initiatives for private banking functions
Provide comprehensive wealth management products, services , including investment advisory, asset allocation, portfolio management, estate planning, trust services and other relevant financial solutions to help private banking / private high net worth clients preserve and grow their wealth

Requirements

Degree holder or above in Business, Finance or related disciplines
10+ years of relevant banking experiences in serving high net-worth clientele in retail bank or private bank, of which at least 5 years as managerial role
Possess on qualification in HKSI
In-depth knowledge in private banking business, market trends and regulatory environment
Demonstrates a strategic mindset, good business sense, and a strong commitment to sales
Excellent interpersonal and communication skills, capable of leading a sales team and collaborating effectively as a team player.
Fluent in written and verbal English and Cantonese, with a communicative level of Mandarin.
Ability to adapt to a fast-paced, dynamic environment and stay updated with industry trends and regulatory changes.
Mainly station in Macau, while some travelling in HK to cover GBA clientele

We offer competitive remuneration and fringe benefits to the right candidate. Interested parties, please email your full resume with availability, current and expected salary to bdajob@delta-asia.com

Our company website: www.delta-asia.com

All information provided will be treated in strict confidence and only be used for recruitment purpose.