Minimum 15 years' banking experience, including Private Banking and Wealth Manag
Holder of an Insurance Responsible Officer (RO) license required
Certified Private Wealth Professional (CPWP) certification preferred

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.

Personal data collected will be used for recruitment purpose only.

Our client offers successful candidates an attractive remuneration package, comprehensive benefit package and excellent career prospects. Interested parties please send your resume with covering letter in MS Word format, stating notice period, current or last and expected salary to [via CTgoodjobs Apply Now] cc [via CTgoodjobs Apply Now], quoting the position and reference number (if any).

The Mandatory Reference Checking (MRC) Scheme is a regulatory framework established by the Hong Kong Monetary Authority, which requires banks to check the conduct history of prospective employees for positions defined under the scheme. Therefore, MRC will be a part of our selection process if you apply for the in-scope positions. For details, please refer to the “Frequently Asked Questions for In-Scope Individuals” (https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2) published by HKAB.

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