Executive Director, UHNW Private Banker (Private Banking)
ZPEED Recruitment · Hong Kong
ApplyJob Description
In this senior role, you will be responsible for driving business growth, building deep relationships with Ultra-High-Net-Worth (UHNW) clients across the Hong Kong market, and delivering bespoke wealth management solutions. Key Responsibilities: • Drive the initiation of new UHNW client relationships and develop long-term, trusted partnerships leveraged through professional and personal networks. • Articulate and deliver strategic portfolio solutions, providing clients with regular updates on market trends, performance, investment opportunities, and risk management across all asset classes. • Partner seamlessly with integrated team members and product specialists to deliver a premium standard of client service. • Partner with clients through Know Your Client (KYC) protocols, suitability profiling, and daily inquiries with precision and care. • Monitor client portfolios, Assets Under Management (AUM), and revenue generation using internal systems while tracking account performance metrics. • Collaborate across business lines to ensure strict adherence to compliance, regulatory frameworks, operational protocols, and internal risk management policies.
ZPEED Recruitment
Hong Kong
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