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Team Head, Corporate Wealth (Bond investment, Insurance)
July 21, 2021
Established Bank in Asia with strong Global Banking, Commercial Bank, Private and Retail Banking
Oversee the investment product development function and selling regulated activity in Corporate Wealth Management, to ensure the Division's deliverables are in compliance with legal and regulatory and ethical standards, of the required quality, in adherence to the Bank's corporate values, risk management policies and service standards
Supervise, coach and drive the sales activities in team to achieve sales target
Actively solicit new business and promote wealth management products to corporate clients to meet bank's mission
Develop new investment products and manage existing investment products
Provide on-going wealth management products and market updates to Relationship Managers of corporate / institutional banking
Regular performance review with senior management, prepare business forecast and budget planning to meet Bank's goal
Liaise with internal departments & external service providers such as fund management companies for in-branch training activities, investment seminars
Solid banking experience in investment sales and product development with at least 5 years of supervisory experience
Holding a registration with HKMA as Relevant Individual or a license with the Securities and Futures Commission for Type 1 & 4 in the last 3 years is a must, Type 9 is a plus
Solid knowledge of marketing and product management techniques in Institutional banking and investment products
Excellent interpersonal and communication skills in written and spoken English and Chinese; Putonghua speaking is preferred
Good package and managerial role
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Hayley Law on +852 3412 4814.