Private Banking Relationship Manager

Responsibilities:

• Client Acquisition & Growth: Proactively develop the market and strategically build a high-net-worth client base through effective business development and channel management.
• Revenue Generation: Strive to meet and exceed assigned sales revenue and asset-under-management (AUM) targets.
• Holistic Advisory: Provide comprehensive wealth management advice covering financial investment, estate planning (trusts), insurance, portfolio management, and tax advisory services.
• Compliance & Risk Management: Adhere strictly to all internal policies and procedures, ensuring full compliance with all external regulatory requirements.

Requirements:

• Experience: Minimum of 5 years of experience in the private wealth management business or a related field, preferably serving high-net-worth (HNW) clients.

• Education: Bachelor's degree or above in a financial-related discipline from a recognized institution.

• Knowledge: Sound knowledge of a broad range of financial investment and wealth structuring products.

• Licenses/Qualifications (HK Specific):

  • Holder of HKSI Licensing Examination (LE) Papers 1, 7, & 8.
  • Holder of Insurance Authority (IA) IIQE Papers I & III.
  • Advantage: ECF-PWM (Enhanced Competency Framework for Private Wealth Management) or ECF-RWM (Retail Wealth Management) qualification is an added advantage.

• Language Skills: Proficient in written and spoken English and Chinese (fluency in Mandarin is a must for effective client communication).

• Availability: short notice is highly preferred.

This is an in-scope position under the Mandatory Reference Checking (MRC) Scheme. For details, please refer to the corresponding website:

https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2

Application Process:

Interested applicants are invited to send their full resume in MS WORD format, including:

• Date of availability
• Current and expected salary

Note: Failure to provide the required information will result in the Bank being unable to process your employment application.

Confidentiality Statement:

All information received will be used for recruitment purposes only.