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Relationship Manager, Private BankingMorgan McKinley
  • Others
  • HK$120,000 - 160,000 /month (includes high commission)
  • Posted on 20 Mar 2019
Relationship Manager, Private BankingMorgan McKinley
Job Highlights
  • Excellent compensation and commission scheme
  • AUM USD 50M
  • Great Career Exposure and Advancement
Job Description

Our Client

An exteranal asset management is looking for Relationship Manager bring AUM. They have open budget and offer attractive commission scheme.


You will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.

  • Originate, develop and maintain client relationships within the high net worth segment
  • Understand clients' wealth management needs and formulate appropriate solutions to meet the needs based on the clients' circumstances and risk appetite
  • Provide banking services and execute transactions for clients on a timely and effective manner
  • Monitor clients' portfolio and provide timely update to clients as appropriate
  • Perform regular reviews with clients to re-assess client's risk profile, wealth management needs and other customer details
  • Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects
  • Perform tasks in accordance with regulatory and compliance requirements


  • Degree holder with CPWP is a plus
  • Minimum 4 years of relevant working experience in banking industry or investment business serving high net worth customers
  • Sound knowledge of wide range of banking and investment products
  • Excellent selling, relationship building and interpersonal skills
  • Strong self-initiative and able to work under pressure
  • Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)
Additional Information
Career Level
Years of Experience
Employment Type
Full Time, Permanent
Company details
As a global professional recruitment consultancy, Morgan McKinley connects specialist talent with leading employers across multiple industries and disciplines. We have established ourselves as a preferred supplier to many of the major players in our specialist sectors, as well as with thousands of smaller local employers. Today, a worldwide network of offices and an international candidate management system offers our clients and candidates the best talent and opportunities from all corners of the globe.
In Hong Kong, we supply contingent and retained recruitment solutions for permanent and contract roles within the following sectors:

*Accounting & Finance
*Banking and Financial Services
*Human Resources
*Risk, Compliance, Legal & Audit
*Office Support
*Sales & Marketing

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