Relationship Manager

• Acquire and develop new high-net-worth individual (HNWI) clients to expand the Private Banking business
• Manage, maintain, and deepen long-term relationships with assigned private banking clients
• Gain a thorough understanding of clients’ financial objectives and risk appetite, and conduct regular portfolio and asset allocation reviews
• Provide comprehensive wealth management solutions, including investment, financing, and treasury products, to meet clients’ evolving needs
• Cross-sell a broad range of private banking and wealth management products while ensuring compliance with internal policies and regulatory requirements

Requirements:

• Bachelor’s degree in Finance, Business Administration, or a related discipline

• At least 5 years of relevant experience in Private Banking, Wealth Management, or the financial services industry

• Professional qualifications such as CFA or ECF-PWM and pass in HKSI Papers 1, 7 & 8 preferred

• Strong proficiency in written and spoken English, Cantonese, and Mandarin

• Demonstrated client relationship management skills with a strong customer-centric mindset

We offer attractive remuneration package and comprehensive fringe benefits. Interested parties please e-mail your full resume with (i) current and expected salary (ii) date of availability in WORD format by clicking “Quick apply”

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

Please note that if you fail to provide the required information, the Bank will be unable to process your employment application

All information received will be kept in strict confidence and will be treated only for employment-related purposes