Responsibilities

• Assist the General Manager in leading the overall management, strategic planning, and development of the Private Banking Department.

• Drive business growth, profitability, operational efficiency, and service excellence in alignment with the Bank’s objectives.

• Oversee Private Banking, Investment, Securities, Insurance, and Wealth Management businesses, ensuring compliance with regulatory requirements, internal policies, and HKMA governance standards.

• Provide management oversight of private banking risk management, including suitability controls, AML/CFT, regulatory compliance, and operational risk matters.

• Serve as a key liaison with regulators, auditors, and internal control functions on matters relating to private banking activities.

• Develop and maintain relationships with key clients and business partners to support business growth and strategic initiatives.

• Perform other duties and projects as assigned by Senior Management.

Requirements

• Bachelor's degree or above in Finance, Business Administration, Economics, or a related discipline.

• Minimum 15 years' banking experience, including substantial exposure to Private Banking and Wealth Management, with at least 8 years in a senior management capacity.

• Holder of an Insurance Responsible Officer (RO) license is required and Securities Executive Officer (EO) license is preferred.

• Certified Private Wealth Professional (CPWP) certification is preferred

• Strong knowledge of Private Banking, Investment Advisory & Securities, Insurance, and wealth management products and services.

• Solid experience in risk Management, regulatory compliance, governance oversight, and suitability controls within a private banking environment.

• Sound understanding of Hong Kong banking regulations, SFC requirements, insurance regulations, and AML/CFT standards.

• Proven leadership, stakeholder management, business development, and people management capabilities.

• Proficiency in Mandarin., Cantonese, and English.