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

Team Head – 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，迄今已有90年歷史。時至今日，滙業銀行已發展成為一家現代化的綜合金融機構，核心業務涵蓋投資銀行與私人銀行服，並輔以商業銀行及全面的產險與壽險業務，持續為澳門社區及中小企業提供專業的金融方案。

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，致力為中國大陸和港澳地區的企業及個人客戶，提供全方位的優質金融服務。

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，我們致力營造關愛員工的企業文化，提供充滿活力的工作環境，卓越的職業發展機會，全面的專業培訓，以及具競爭力的薪酬及福利計劃，助力員工與企業共同成長。

Team Head – Private Banking

誠信‧專業‧創富‧增值

Responsibilities:

Provide premium service to private banking / private high net worth (PHNW) clients and families
Lead the team to implement sales strategies and achieve sales targets to increase Asset Under Management (AUM) under private banking / PHNW customers’ portfolio
Set goals, provide guidance and support to subordinates in delivering premium service to banking / private high net worth (PHNW) clients and families
Provide on-the-job coaching and intensive training for subordinates and support them to handle day-to-day partners related issues to ensure our quality services standard
Lead projects in tailormade private banking product development and premium services to be offered
Establish and maintain good relationship with business partners, design and negotiate cost-effective solutions to cater private banking / private high net worth (PHNW) clients and families’ needs
Provide professional advice and risk management solutions to private banking / private high net worth (PHNW) clients and families including deposits, credit facilities, investment funds, bonds, life insurance and trust service, etc.
Ensure the selling processes and activities are in compliance with internal policies, procedure and all applicable regulatory guidelines

Requirements:

Degree holder or above in Finance, Business or related disciplines
Minimum of 10 years’ relevant experience in Private Banking and PHNW segment with solid leadership role
Possesses professional licensing qualifications as required by local regulatory bodies
Resourceful with strong customers network for private banking / PHNW in Macau
Familiar with the Private Banking and PHNW products and services together with related laws, rules and regulations
Strong leadership capability and management skill
Excellent communication and presentation skills with good command of both spoken and written English, Cantonese and Mandarin

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.