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  • 02 Dec 2021

    Private Banking Relationship Manager/ Private Banker

    Hong Kong SAR

    Permanent Position
    Our client, a leading multinational bank is currently looking for a Private Banking Relationship Manager to join their expanding operation. Incumbent can look forward to work in a stable work environment with excellent exposure and career development opportunities in this appointment with the bank.

    Job Description


    • Excellent job opportunity in a leading multinational bank
    • Professional development in the Private Banking field


    • Provide banking services toward UHNW/HNW private wealth management customers
    • Provide marketing and training support to group staff;
    • Provide customers with one-stop financial services, such as financial asset allocation recommendations, lead investment banking services, family office service, offshore trust needs understanding and planning services.
    • Deepen and establish long-term customer relationships by determining customer needs for financial services, including but not limited to providing investment, insurance and other banking products and services;
    • Plan and provide relevant and appropriate financial products and services to meet the needs of existing and potential customers;
    • Cooperate with relevant departments and personnel inside and outside the group to initiate and implement the marketing strategy/plan of wealth management products/services;
    • Achieve key performance indicators;
    • Support cross-border business activities in the PWM field;
    • Strictly comply with compliance requirements, ensure that product information is prepared for internal parties and comply with regulatory requirements and rules;
    • Assist in system development and improvement projects of financial products/services;
    • If necessary, instruct and train junior staff;
    • Coordinate marketing and promotional activities inside and outside the branch when necessary.
    Expires on 31 Jan 2022

    Posted By

    Emily Ngan

    Tel: (852) 2521-5118 ext. 816



    • Pass in HKSI Paper 1, 7 and 8 and IIQE Paper 1 and 3;
    • At least 5 years of experience in private banking or semi-private banking as a relationship manager
    • Have cross-border business experience, willingness and compliance awareness;
    • Possess good teamwork spirit, interpersonal communication skills and understanding; able to be independent and able to complete work under pressure;
    • Possess good analytical skills, and can have a comprehensive understanding of various wealth management products (including but not limited to stocks, public funds, private funds, fixed income products, structured products and insurance);
    • Have the ability to establish, operate and maintain pipeline relationships with internal partners;
    • Fluent Chinese (Mandarin) English listening, speaking, reading and writing skills;
    • Proficient in MS Word, Excel and PowerPoint;
    • Bachelor's/University degree, Master's degree preferred

    Interested Applicants please send your resume (in Word format) together with present and expected salary to Emily Ngan :

    Tel: (852) 2521-5118 ext. 816


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