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.

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EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771