AVP/VP, Wholesale Wealth Management Sales

Job Responsibilities

• Develop and maintain a portfolio of corporate and institutional clients, including banks, insurance companies, asset managers and family offices

• Proactively identify client needs and present investment solutions that align with their financial objectives

• Collaborate with internal teams, such as investment specialists and product managers, to design and deliver customized wealth management products and services

• Provide excellent client service and support to ensure a positive client experience

• Contribute to the development and implementation of the Bank's wholesale wealth management sales strategy

• Participate in client events and industry networking activities to enhance the Bank's brand and visibility

Job Requirements

• 3+ years of experience in wholesale wealth management sales, preferably in the banking or financial services industry

• Strong understanding of investment products and wealth management solutions for corporate and institutional clients

• Proven track record of building and maintaining long-term client relationships

• Excellent communication and presentation skills, with the ability to tailor messaging to different client audiences

• Strong analytical and problem-solving skills, with the ability to think strategically

• Fluency in English and Cantonese, with proficiency in Mandarin preferred