Private Wealth Management Relationship Manager | Banking

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.

解鎖職位分析

僱主跟進申請情況薪酬匹配度申請人數

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