Premier Elite Director - Wealth and Personal Banking

Main Responsibilities

Manage relationship with our highest value Premier Elite clients

Establish and maintain relationships with a portfolio of Premier Elite clients

Help clients articulate their needs, and deliver to exceed client expectations

Understand clients on both personal and professional levels to grasp their short and long-term financial goals

Offer financial advice that leads to personalized strategies aimed at wealth creation and capital preservation

Achieve set key performance indicators and profit growth through developing existing and new Premier Elite client relationships

Boost client loyalty by fulfilling their needs directly or through effective and proactive collaboration with other internal business partners

Guide and mentor paired team members through daily activity planning, prioritization, skill transfer, and mindset motivation

Carry out managerial duties for overseeing assigned support staff and allocate resources to provide top-tier service to Premier Elite clients

Build a strong team culture within the Premier Elite team to enhance team loyalty towards the bank

Comply with local and global regulations and maintain operational integrity

Adhere to business principles and values while maintaining operational integrity

*Note: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

Requirements

Hold a bachelor’s degree or equivalent experience, preferably in finance, business, or a related field

Have solid years of experience in relationship management and handling ultra-high net worth client portfolios in the financial sector

Demonstrate a proven track record in managing client portfolios

Show evidence of successful client recommendations and sales achievements in wealth products

Possess expert knowledge in financial planning and wealth products

Have sound understanding of macroeconomic or microeconomic impacts or local market developments

Be well-versed in the external regulatory framework relevant to wealth management

Focus strongly on clients and be capable of building long-term partnerships with them

Capable of delivering need-based solutions through effective communication, influence, and sales skills

Display proactivity and skills in mentoring and coaching colleagues

Aspire to provide the highest standards of delivery to colleagues and clients

Be genuine and demonstrate the ability to engage with colleagues and clients to meet deadlines

Understand how to collaborate with Compliance, Credit & Risk, and Internal Control to ensure a balanced risk operating environment

Hold relevant insurance and investment licenses and comply with related Continuing Professional Development (CPD) requirements

Exhibit excellent communication skills in English, Cantonese, and Mandarin