Key Responsibilities

• Support the General Manager in overseeing the strategic direction, operational management, and overall development of the Private Banking function.


• Drive sustainable business growth, enhance profitability, and strengthen operational effectiveness in line with the Bank’s long-term objectives.


• Provide senior oversight across Private Banking, Investment, Securities, Insurance, and Wealth Management businesses, ensuring full compliance with regulatory frameworks, internal policies, and HKMA standards.


• Lead governance and risk oversight for private banking activities, including suitability assessments, AML/CFT controls, regulatory compliance, and operational risk management.


• Act as a primary point of contact with regulators, auditors, and internal control teams on all private banking–related matters.


• Cultivate and manage strategic relationships with key clients and business partners to support business expansion and strategic initiatives.


• Undertake additional responsibilities and strategic projects as delegated by senior leadership.

Requirements

• Bachelor’s degree or above in Finance, Business Administration, Economics, or a related discipline.


• Minimum of 15 years’ experience in the banking industry, with extensive exposure to Private Banking and Wealth Management; at least 8 years in a leadership or senior management role.


• Mandatory holder of Insurance Responsible Officer (RO) licence; Securities Executive Officer (EO) licence is an advantage.


• CPWP qualification is preferred.


• Strong expertise in private banking products, investment advisory, securities, insurance, and wealth management solutions.


• Solid track record in risk management, regulatory compliance, governance, and suitability frameworks within a private banking environment.


• In-depth knowledge of Hong Kong regulatory requirements, including SFC, insurance regulations, and AML/CFT standards.


• Demonstrated leadership capability with strong stakeholder management, business development, and team management skills.


• Proficient in Cantonese, Mandarin, and English (written and spoken).