Private Banking Relationship Manager
5 days ago
Job Description - Private Banking Relationship Manager (2100000D)
Business Function
DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Responsibilities
- Provide a "Wealth Management" solutions / advice to High Net Worth Individual
- Find, Attract and Win new clients
- Nurture and Retain existing clients and entice former clients back into the Bank
- Continuously develop relationships with a portfolio of clients
- Provide a "Single Point of entry" into the Bank with an efficient access to a network of specialists
- Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets
- Maximize client assets and revenues from its AUM (Asset Under Management)
Requirements
- With PWMA qualification will be preferred
- Solid credit with strong banking knowledge and business ethics, with minimum 7 years of private banking experience
- Excellent connections in the respective private banking market
- Well-versed in the Banking Reforms / Regulatory Changes in the market
- Extremely conscious of the high Sensitivity and Confidentiality requirement of the market
- Strong knowledge of Private Banking products and services
- Must be registered RI (Regulated Activities; Types 1 & 4)
- Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines
- CFP, CFA or equivalent qualifications will be an advantage
- Fulfillment of requirements under the Enhanced Competency Framework preferred
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
We regret only shortlisted candidates will be notified.
Primary LocationHong Kong-The Center
JobCustomer Service
Job PostingApr 3, 2025, 7:29:58 AM
#J-18808-Ljbffr-
Private Banking Relationship Expert
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeWe are seeking an experienced Relationship Manager to join our Private Banking team at HSBC. As a key member of our global network, you will be responsible for establishing new private banking relationships and managing existing ones to drive portfolio growth and revenue expansion. This is an exciting opportunity to leverage your skills and expertise to make...
-
Hong Kong, Central and Western District, Hong Kong SAR China Standard Chartered Life and Careers Full timeJob OverviewStandard Chartered Life and Careers is committed to delivering exceptional service to its clients. As a key member of the team, the Private Banking & Wealth Management Assistant plays a crucial role in supporting Relationship Managers in executing banking and investment transactions.Key ResponsibilitiesProvide comprehensive support services to...
-
Private Banking Consultant
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeJob SummaryHowden Private Wealth is seeking an experienced Estate Planning Consultant to join our team. As a key member of our sales team, you will be responsible for developing relationships with referral sources to identify potential prospects for our planning and life insurance products.ResponsibilitiesMeet with clients to present our planning concepts...
-
Private Wealth Strategist
1 week ago
Hong Kong Island, Hong Kong SAR China Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred partner to the world's most respected private banks, family offices, law and tax advisory firms.We have representatives across various locations, providing holistic solutions to our clients. As part of the Howden Group, we can also address other insurance needs globally through...
-
Private Banking Advisor
6 days ago
Hong Kong Island, Hong Kong SAR China Standard Chartered Full timeAbout the RoleWe are seeking a highly skilled and experienced Family Office Specialist to join our Private Banking team. In this role, you will be responsible for working closely with relationship managers, team heads, and market heads to develop client relationships and conversations using the different topics and subject matters which a wealth planner and...
-
Relationship Manager, Private Banking
4 weeks ago
Hong Kong Island, Hong Kong SAR China International Executive Service Corps Full timeReporting to Deputy Regional Head, 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.Job Responsibilities :Originate, develop and maintain client relationships within the high net worth...
-
Head of Sales
3 weeks ago
Hong Kong Island, Hong Kong SAR China Private Bank Full timeHead of Sales, Private Banking (Hong Kong)Our client, a leading bank is seeking a dynamic and strategic leader to serve as the Head of Sales, Private Banking segment.Responsibilities:Develop and execute the private banking sales strategy to achieve revenue and business growth targets.Lead, mentor, and manage a team of private bankers and relationship...
-
Private Banking Leader
6 days ago
Hong Kong Island, Hong Kong SAR China myGwork - LGBTQ+ Business Community Full timeJob Description:We are seeking an exceptional Private Banking Leader to join our team. As a key member of our organization, you will be responsible for driving profitable growth by acquiring, developing, and servicing long-term relationships with high net worth individuals.About the Role:Manage and maintain a portfolio of high-value clients, delivering...
-
Relationship Banking Professional
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China The Bank of East Asia, Limited (BEA) Full timeWe are seeking a Relationship Banking Professional to join The Bank of East Asia, Limited's Private Banking team.The successful candidate will provide exceptional customer service, professional advice, and support Relationship Managers in account opening and maintenance.Assist Relationship Managers in account opening and maintenancePrepare credit proposals,...
-
Private Banking Lead
18 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeA leading provider of private banking services is looking for talented professionals to fill key positions.We are currently recruiting experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our offices in various locations worldwide.Key requirements include:Minimum 5 years' experience in Private Banking, managing...
-
Private Banking Director
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeGlobal Private Bankers are sought for a prestigious institution in Hong Kong. This forward-thinking bank rewards leadership and success, making it an ideal platform to build your career.The position offers a unique chance to drive growth, expand teams, and lead high-performing portfolios with significant assets under management.Build a team of experienced...
-
Private Banking Specialist
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timePrivate Bankers are required by a leading privately owned banking institution in Hong Kong. This is an unparalleled opportunity for individuals looking to advance their career with a forward-thinking institution that rewards success. Previous successful candidates who have switched to our client have experienced a 20% to 40% uplift on their current package....
-
Private Banking Officer
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China The Bank of East Asia, Limited (BEA) Full timeJob Title: Private Banking OfficerThis is a challenging and rewarding role that requires exceptional customer service skills, strong communication abilities, and a passion for the banking industry.We are looking for a highly motivated and organized individual to join our team as a Client Servicing Officer. As a key member of the Private Banking Department,...
-
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeJob Title: AVP/VP, Treasures Private Client Relationship Manager (21000064)Business Function:DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset...
-
Private Banking Associate
2 days ago
Hong Kong Island, Hong Kong SAR China Standard Chartered Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our Private Banking team as a Client Support Specialist. In this role, you will be responsible for providing exceptional client service and supporting Relationship Managers in delivering high-quality results.ResponsibilitiesHandle and resolve day-to-day queries from clients and...
-
Treasures Private Client Relationship Manager
22 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Title: Treasures Private Client Relationship ManagerAbout the Role:We are seeking a highly motivated and experienced professional to join our team as a Treasures Private Client Relationship Manager.The successful candidate will be responsible for driving business growth through promoting a full range of wealth management products and services to...
-
Private Banking Director
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeA leading global private bank seeks an experienced Private Banker to lead and expand their Hong Kong office.About the RoleLead a team of experienced private bankers and drive success in a high-growth market.Manage portfolios worth $300M+ for HNW/UHNW clients, delivering tailored wealth solutions and driving growth.Key Responsibilities:Build and maintain...
-
Hong Kong, Central and Western District, Hong Kong SAR China Gravitas Recruitment Group Full timeWe are seeking an experienced professional with a deep understanding of cross-border business to join our team as a Strategic Relationship Manager. Located in Hong Kong, you will be responsible for developing and managing relationships with mainland Chinese clients in retail and high-net worth segments.**Key Responsibilities**:Develop and manage...
-
Banking Relationship Leader
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeWe are seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team at Ateca Consulting.The ideal candidate will have a strong background in financial services, with a minimum of 5 years of experience managing high net worth individuals and at least 4-5 years in a senior role with a proven track record in...
-
Private Banking Leader
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeWe are looking for a seasoned Private Banker with 8-10+ years of experience in the industry. You will have a proven track record of leading teams, managing large portfolios, and delivering exceptional results.As a key leader in the organization, you will be responsible for driving growth, building relationships with high-net-worth clients, and developing...