Head of Private Wealth Management

  • HKD0.00 per annum
  • Hong Kong
  • Permanent, Full time
  • Morgan McKinley Hong Kong
  • 17 Nov 17 2017-11-17

Our client is an international financial institution with established presence in Hong Kong and a rapidly expanding network across the globe. We are currently seeking for an experienced leadership for their growing PWM business.

Job Summary

  • Lead a team to provide private wealth management services in a professional manner and in compliant with rules and regulations;
  • Originate and maintain relationship with key clients with an aim to grow the business to cope with the business objective of the Group

Essential Functions

  • Develop and implement business strategies and tactics, including new projects and products for the Department with an aim to grow the high net-worth customers proposition which is one of the key business objective of the Group;
  • Drive the Department to grow the business and market the Group's brand name to all potential clients;
  • Originate and maintain relationship with key clients and give advice, where necessary, on financial planning / investment;
  • Work with Legal & Compliance and Risk Management in strengthening the internal controls and ensure the high quality of overall execution work;
  • Keep team members abreast of any updates on all related rules & regulations and policies.

Candidate Requirement

  • Degree holder in Finance, Marketing or related discipline
  • At least 10 years of solid experience in leading a private wealth management team in a multi-international bank offering premium services to high net-worth customers
  • Strong connection in acquiring high network customers in PRC
  • Strong communication skills and proficient in Putonghua and English.