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Head of Private Banking-Executive DirectorHarbridge Partners Limited
Head of Private Banking-Executive DirectorHarbridge Partners Limited

Job Highlights

  • Private Banking,Director,Head,RM,sales,HNW,HK
  • western,international,wealth management,PRC,Ibank
  • investment bank,relationship manager,set up,build

Job Description

Company Background:

Our client is a listed full license investment bank with State Owned Bank background. Their core business includes IPO, M&A, DCM, overseas bond issuance, margin financing, asset management, financial management, direct investment, and structured financing. They are now building up Private Banking Department and looking for an very experienced candidate with western firm experience to be their Private Banking Executive Director.

 

Responsibilities:

  • Acting as the Head of Private Banking Department.
  • Liaise with the CEO in building the PB and wealth management platform, formulating multi-asset investment advisory to Private Banking channels.
  • Devise comprehensive investment solutions and provide detail explanation in regarding portfolio for HNW clients in Hong Kong and China or any preferred market.
  • Work closely with the CEO to formulate suitable sales and marketing plan to grow the client base and assets.
  • Oversee product development, sales distribution, business operation as well as formulating investment strategies and product ideas for the RM.
  • Provide education and in-depth training on investment and wealth management strategies to sales manager and potential clients in mainland China.
  • Liaise with Legal and Compliance Department in developing internal control measures and guidance for meeting regulatory and compliance requirement.
  • Promote and initiate HNW sales channel in Hong Kong, Greater China or any preferred jurisdiction.
  • Complete ad hoc sales tasks as required by senior management.
  • Develop and implement sales and marketing strategies of intermediary distribution business for HK and China or any other preferred jurisdiction.
  • Develop and implement business development and sales plans and maintain robust pipeline of business opportunities.
  • Maintain good relationship with existing distributors and expand distribution network
  • Have an in-depth understanding of fixed-income products or bonds.
  • Coordinate and ensure delivery of after sales service to clients.
  • Liaise with the marketing team on organizing any related marketing campaigns with clients to support the product range
  • Work hand in hand with other internal teams (e.g. Product, Client Services, Marketing, Operations, Legal and Compliance)

 

Requirements:

  • Minimum 10 years of related experience In Private Banking, either as a Relationship Manager or Management position.
  • Candidate must have working experience in a reputable Private Bank with International or Western background.  
  • Fluent in Cantonese, English and Mandarin
  • Professional designations such as CFA, CFP, CIMA, MBA are a plus but definitely not a must.
  • Candidate is with portable client base is preferred but not necessary.
  • Excellent presentation skills, strong closing skills, knowledgeable in sales and practice management with excellent interpersonal skills.

 

Benefits

  • Competitive yearend bonus.
  • Great annual leave package
  • Great Career progression.
  • Fully comprehensive medical insurance and personal insurance
  • Great MPF Pension Scheme

 

 

For further information, please contact Douglas at 2523 9994.

da AT harbridgepartners dot com

 

 

 

 

Additional Information

Career Level

Top

Qualification

Degree

Years of Experience

10 years

Employment Type

Full Time, Permanent

Company Overview

About Harbridge Partners Limited

 

HARBRIDGE PARTNERS is a boutique, executive search and human capital consultancy firm.

We are an Asia-based, premier human capital consultancy and recruitment specialist in the  Legal, Tax, Compliance, Risk, Audit, Internal Audit, Corporate Governance, Infrastructure (Middle Office), Information Security/ Technology and Sales & Marketing, fields.

Due to client requests, we launched our Private Banking / Private Wealth Management Division, servicing all levels of requirements from  Private Bankers, Wealth Planners, Tax Consultants to Portfolio Managers, Credit Specialists and support staff.

Our front-line  Sales & Marketing Practice, is now headed by an ex-investment banker.

Our Legal, GRC (Governance, Risk and Compliance) and Internal Audit Practice is managed by a multi-award winning specialist Legal and Compliance Recruitment Consultant, with over 14 years specialist experience recruiting in these araes.

The founding members have over 35 years relevant executive search and direct industry experience within our specialist industry sectors. We believe we are one of the very few- if not the first, specialist Corporate Governance and Private Banking / Wealth Management recruitment firm comprised of top ex-industry professionals or experienced recruitment specialists specifically focussed on the Asia Pacific. 

We assist our global and local clients in Asia with identifying, developing and recruiting the world’s top talent, exclusively for the fast growing markets of the Asia Pacific regions.

Most of our consultants are multi-lingual and speak fluent English as well as another Asian Language.

 

HARBRIDGE PARTNERS believe in developing long term relationships through open communication, trust and good, honest, ethical hard work as the foundation of our recruitment practices.

Our consultants have won industry recongnition in their specialist areas, for example such as The Asiamoney Polls.

We hope that you will find our market knowledge, professionalism and personal approach, a refreshing change. 

To better serve our clients, we have plans to launch our Singapore and Shenzehn offices soon. If you are a recruitment consultant, looking for a truely international working environment and a total commitment to Asia, please do get in touch.

HARBRIDGE PARTNERS - Delivering Unparalleled Talent

www.harbridgepartners.com

Additional Company Information

Industry

Benefits & Others

Dental insurance, Five-day work week, Life insurance, Medical insurance, Performance bonus