Job description

Regional Private Bank
Regional Exposure
Great Worklife Balance

company overview.
This Regional Private Bank is looking for seasoned business management talent to lead strategic initiatives in financial analysis, project oversight, and sales strategy development. You will be joining a team of 4, regional exposure and great worklife balance are provided.

job scope.
As the AVP, Business Management in a Regional Private Bank, your key responsibility will be to:

Formulate and oversee financial performance metrics, including profit and loss analysis, to boost revenue and profitability in private banking.
Create and implement innovative sales and business strategies to meet ambitious private banking objectives and expand client portfolios.
Spearhead project management efforts for private banking initiatives, ensuring flawless execution from inception to completion.
Evaluate market dynamics, competitor actions, and client preferences to uncover growth opportunities and refine sales approaches.
Collect and analyze financial and operational data to produce insightful reports and presentations for leadership.
Track the bank’s strategic progress, ensuring alignment with growth and efficiency targets.
Maintain strict adherence to all regulatory standards and internal protocols.
Contribute to special projects and strategic tasks as assigned by senior leadership.

requirements.

Bachelor's degree in business, finance, economics or a related field. MBA or other relevant certifications (such as CFA, CPWP, CFP) are a plus.
At least 8 years of experience in private banking or wealth management, with expertise in financial analysis, project management, and sales strategy.
Demonstrated success in crafting and executing business and sales plans within a private banking context.
Outstanding communication and relationship-building skills to engage with affluent clients and cross-functional teams.
Advanced skills in MS Office, with a focus on Excel for financial modeling and data analysis.
Fluency in English and Chinese (Mandarin essential) in both written and verbal communication.
Strong analytical abilities to transform data into strategic business insights.

If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cchen@captarpartners.com. We apologies that only shortlisted candidates will be contacted.

Still considering? Contact Cathleen Chen on +852 3653 5247 for confidential discussion about it, we are always happy to help.