Relationship Manager, Private Wealth (Leading Banks, 50-80k+)
Hong Kong
- Leading Banks
- Competitive Package
- Retail Banking / Private Banking Welcome
Responsibilities
- Develop and manage a portfolio of High-Net-Worth (HNW) and Affluent clients.
- Build trusted client relationships through proactive engagement and regular portfolio reviews.
- Identify clients' financial needs and provide suitable wealth management solutions, including investment, insurance, lending, and treasury products.
- Achieve individual sales, revenue, and asset-under-management (AUM) targets.
- Acquire new clients through referrals, networking, and existing client relationships.
- Collaborate with product specialists, investment advisors, and lending teams to deliver holistic wealth solutions.
- Monitor market developments and provide timely investment insights to clients.
- Ensure all activities comply with internal policies, regulatory requirements, and suitability standards.
- Maintain accurate client records and complete periodic KYC and account reviews.
Requirements
- Bachelor's Degree in Business, Finance, Economics, or related disciplines.
- Minimum 4 years of experience in Wealth Management, Private Banking, Retail Banking, Insurance, or Financial Advisory.
- Proven track record in client relationship management and business development.
- Strong understanding of investment products, insurance solutions, and financial planning.
- Excellent communication, presentation, and interpersonal skills.
- Self-motivated, client-focused, and results-driven.
- Fluent in English and Chinese (Cantonese and/or Mandarin).
Type:
Permanent
Category: Financial Services - No Selection Required
Reference ID:
612-221026-KS-02
Date Posted:
22/10/2026
