Trustee Services (Team Head), Relationship Management

Job Title: Trustee Services (Team Head), Relationship Management Location: Central, Hong Kong Position Overview We are seeking a dynamic and experienced Team Head for Relationship Management to join our client’s MPF and trustee services company. In this role, you will lead a team focused on providing exceptional service to high-net-worth (HNW) customers while ensuring compliance with all banking guidelines and regulations. Principal Responsibilities: Team Management: Oversee and supervise team m

HARBRIDGE PARTNERS - Hong Kong - Full time

Salary: Competitive

Job Title: Trustee Services (Team Head), Relationship Management

Location: Central, Hong Kong

Position Overview

We are seeking a dynamic and experienced Team Head for Relationship Management to join our clients MPF and trustee services company. In this role, you will lead a team focused on providing exceptional service to high-net-worth (HNW) customers while ensuring compliance with all banking guidelines and regulations.

Principal Responsibilities:

    • Team Management: Oversee and supervise team members to ensure compliance with internal guidelines, policies, and regulatory requirements.
    • Customer Service: Serve high-net-worth customers effectively, aiming to maximize profitability and expand the companys market share in Private Banking.
    • Sales Performance: Manage sales performance to meet individual, team, and departmental targets.
    • Coaching and Development: Develop and coach relationship managers to enhance their skills in sales compliance and providing suitable investment advice.
    • Credit Quality Guidance: Provide insights on credit quality for customer loan portfolios, diligently assessing exposure and financial viability when recommending loan structures and pricing.
    • Operational Efficiency: Ensure efficiency and accuracy in daily operations by adhering to internal control standards and compliance policies, while minimizing operational risk.
    • Serving Cross-Border, HK, Mainland and Asia Pacific based Mainland clients so fluent to native Mandarin is required.
    • Developing channel partners, distributor and referral programmes and partnerships.

Requirements:

    • Education: University degree in a related discipline or relevant qualifications such as CFP or CFA.
    • Licensing Exams: Successful completion of HKSI and IIQE licensing examinations.
    • Experience: Proven banking experience, including leadership exposure in managing teams.
    • Investment Knowledge: Strong understanding of investment products.
    • Sales Orientation: Ability to maintain a sales-driven mindset while performing under pressure.
    • Skills: Excellent communication, interpersonal, analytical, and relationship management skills.
    • Language Proficiency: Proficient in both written English and Chinese; fluency in Putonghua and other dialects is an advantage.
    • Customer Focus: Strong customer-centric approach with a commitment to delivering outstanding service.
    • Professional Qualifications: Additional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) from the Hong Kong Institute of Bankers (HKIB) are advantageous.

Employment Requirement:

Employment is subject to the Mandatory Reference Checking Scheme (MRCS) as per regulatory requirements. For further details, please refer to the Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.

Please send an updated resume in English to our Managing Partner at

ec(at)Harbridgepartners(dot)com

Interested in this and other roles?

Please send an updated resume in English to

CV[@]harbridgepartners[dot]com

Or contact +852 2523 9955 – and ask for Terry Au, Edward Chen, Richard Liu, Cora Pang

Harbridge Partners Limited

Employment Agency License: 79129

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