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Director, Private Wealth Management (Mandarin Speaking)

Job Seekers Hong Kong SAR China Financial Services Front Office Financial Services - Private Banking

Job Summary

  • Hong Kong
  • Permanent
  • BBBH765434
  • Aug 31, 2020
  • Competitive
Job Description

Senior appointment with Team Lead position within a new set-up PWM desk.

My client is a Chinese platform with SFC 1,4,6,9 licenses. They are looking to set up a wealth management business that will both leverage their close connection with onshore branches and expand the businesses in Hong Kong .

Duties

- Leverage and develop the firm's close connection with mainland chinese branches and stakeholders

-Run the PWM business adhered the Regulation, Compliance, AML, internal policies and guidelines

-Develop and maintain relationships with clients

-Deliver position client performance in line with client investment profiles asset

Requirements

-Minimum 8 years experience clients within the wealth management field facing individual clients

-Team Leading experience is a big plus

-Possess Entrepreneurship as this role is the key person for their new-growth PWM business

-Must be fluent in Mandarin and English

Consultant Details

Consultant Details

serena_poon
Serena Poon
  • Senior Consultant | Financial Services Front Office Recruitment
  • 3907 3913
  • spoon@morganmckinley.com