Business Manager, Private Banking

• Monitor market trends and peer activities, develop departmental business plans in alignment with strategies set by the head office and the branch.
• Process and perform analysis on business data, deliver reports and relevant materials to support decision-making.
• Establish referral mechanisms with external parties to facilitate client acquisition.
• Synergize with oversea branches and institutions, provide targeted training and strengthen referral channels within the group.
• Liaise and coordinate with the head office to ensure effective communication.
• Develop client marketing activity plans, coordinate and host marketing events with external partners.
• Organize and lead front office business management meetings to support business goal attainment
• Develop and implement performance evaluation framework for front office staff, manage incentive calculation and ensure timely disbursement.
• Marketing Collateral Development: Design, develop, and manage marketing materials (brochures, pitchbooks, newsletters, digital content) to support private banking business development and client engagement.
• Event Management: Plan, organize, and execute client events, seminars, and networking sessions to enhance client relationships and brand presence.
• Undertake other duties as assigned by superiors.

Requirements

• Bachelor’s degree in Marketing, Business Administration, Finance, or related field.
• 3 years of relevant experience in financial services, preferably in private banking, wealth management, or high-end financial marketing.
• Strong project management and organizational skills; ability to manage multiple priorities.
• Excellent analytical, communication and presentation skills.
• Creative mindset with solid knowledge of branding, content creation, and digital marketing.
• Strong verbal and written communication skills in English, with the ability to understand spoken Mandarin and read and write Chinese for communication with Mandarin-speaking stakeholders and correspondence with Head Office。
• Proficient in Excel, prior experience with programming or coding is preferred。