HNW Client Onboarding Manager – Taiwan Desk
ID : 948722
The Role Summary
We are seeking a driven and dynamic Client Acquisition Manager to expand our footprint within the High Net-Worth (HNW) client segment, focusing on the Taiwan market. This individual will play a key role in acquiring new-to-bank HNW clients and delivering tailored solutions through our HNW Segment.
Key Responsibilities:
- Proactively acquire new HNW clients from the Taiwan market, with a focus on international banking needs and cross-border wealth solutions.
- Engage prospects through warm referrals, client introductions, networking events, digital channels, and lead-generation activities.
- Develop and manage strong relationships with external partners (e.g., property agents, brokers, introducers) to grow the client base.
- Provide end-to-end onboarding support and introduce a full suite of retail and wealth solutions including priority banking, insurance, investment, and credit products.
- Collaborate closely with internal stakeholders including Relationship Managers, Mortgage Specialists, and Wealth Advisors to deliver a seamless client experience.
- Participate in high-impact marketing campaigns, seminars, and roadshows targeting the HNW and affluent segment.
Requirements
- 4+ years of experience in banking sales, client acquisition, or wealth management—preferably with exposure to the Taiwan HNW market.
- Degree/Diploma holder in Finance, Business, or related fields.
- Proven track record in acquiring and engaging HNW or affluent clients.
- Familiarity with international or cross-border client requirements and banking needs.
- Strong understanding of financial products, regulatory landscape, and customer due diligence requirements.
Only shortlisted applicants will be contacted. All applications will be kept in our database for future career opportunities.
Your application will be handled in accordance with our company’s Privacy Policy, available here:
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
ID : 948722
The Role Summary
We are seeking a driven and dynamic Client Acquisition Manager to expand our footprint within the High Net-Worth (HNW) client segment, focusing on the Taiwan market. This individual will play a key role in acquiring new-to-bank HNW clients and delivering tailored solutions through our HNW Segment.
Key Responsibilities:
- Proactively acquire new HNW clients from the Taiwan market, with a focus on international banking needs and cross-border wealth solutions.
- Engage prospects through warm referrals, client introductions, networking events, digital channels, and lead-generation activities.
- Develop and manage strong relationships with external partners (e.g., property agents, brokers, introducers) to grow the client base.
- Provide end-to-end onboarding support and introduce a full suite of retail and wealth solutions including priority banking, insurance, investment, and credit products.
- Collaborate closely with internal stakeholders including Relationship Managers, Mortgage Specialists, and Wealth Advisors to deliver a seamless client experience.
- Participate in high-impact marketing campaigns, seminars, and roadshows targeting the HNW and affluent segment.
Requirements
- 4+ years of experience in banking sales, client acquisition, or wealth management—preferably with exposure to the Taiwan HNW market.
- Degree/Diploma holder in Finance, Business, or related fields.
- Proven track record in acquiring and engaging HNW or affluent clients.
- Familiarity with international or cross-border client requirements and banking needs.
- Strong understanding of financial products, regulatory landscape, and customer due diligence requirements.
Only shortlisted applicants will be contacted. All applications will be kept in our database for future career opportunities.
Your application will be handled in accordance with our company’s Privacy Policy, available here:
EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771