Associate Director, Private Bank Distribution

Responsibilities:

• The role will form an integral part of the Wholesale Client coverage proposition. Primarily this role holder will look at managing our existing Private Bank relationship as well as external Private Banks 
• May have to further provide support to the other teams within Wholesale Business Department
• Meet assigned sales and revenue goals or initiatives
• Proactively monitor the operational process and bring to the attention of the management
• Ensure regular Know Your Distributor (KYD) being performed and to update/provide documentation on all the Know Your Distributor related requirements
• Working closely with Client Operations and Compliance, help resolve client guideline breaches as well as cash flow management
• Ensure intermediary as well as end client related requests and enquiries are handled with high quality and within defined deadlines
• Ensure meeting notes are recorded during both internal and client meetings
• Work with Marketing Team, Product Team and Investment Team to prepare product briefing deck for new product pitch or client presentation
• Manage the Request for Information and Request for Proposal process triggered by existing clients
• Provide effective communications to the clients of changes within the company
• Act as mentor to educate and train up junior staff within the team

Requirements:

• University Degree educated in Finance or related discipline
• Extensive years of industry experience with solid business development experience growing wholesale distribution (retail & private bank distribution)
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
• Good understanding of investment products, capabilities, and operations
• Excellent people and communication skills, both spoken and written
• Team player who can develop relationships at multiple levels
• Demonstrated experience of making difficult decisions when faced with competing priorities
• Strong attention to detail and deadlines
• Proficient in both verbal and written English and Chinese