Private Wealth Management Relationship Manager | Banking
$50000.00 - $55000 p.m.
We are hiring for a Taiwanese bank in Hong Kong and are looking for an experienced Private Wealth Management Relationship Manager. This role is primarily a farmer position, focusing on managing and growing an existing portfolio of high-net-worth clients.
Location: Tsim Sha Tsui
Responsibilities:
- Manage and grow relationships with HNW clients to drive AUM growth.
- Provide tailored investment and wealth solutions aligned with clients' needs and risk profiles.
- Work closely with product and investment teams to deliver holistic advisory services.
- Ensure ongoing KYC/CDD and full regulatory compliance.
- Partner with Assistant Relationship Managers to ensure smooth client servicing.
Requirements:
- Bachelor's degree in Finance, Business, Accounting, or related discipline.
- Minimum 5 years' relevant experience, preferably in wealth management.
- Licensed for SFC Type 1 & 4; IA Technical Representative licence required.
- Strong client focus, proactive mindset, and relationship-building skills.
- Fluent in English and Chinese; Mandarin is an advantage.
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