Relationship Manager, Private Banking
4 days ago
Reporting 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 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
To meet the challenge, you should have the following qualifications and attributes:
- 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)
Please note that only shortlisted candidates will be notified.
#J-18808-Ljbffr-
Senior Private Banking Relationship Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob OverviewWe are seeking a highly skilled Senior Private Banking Relationship Manager to join our team at Bank of China (Hong Kong) Limited.Key ResponsibilitiesDevelop and maintain strong relationships with high net worth clients, providing comprehensive and tailored Private Banking services.Foster new business opportunities by exploring potential Private...
-
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionThe Team Head of Client Relationship Management plays a pivotal role in managing, developing and maintaining high-net-worth client relationships for Bank Of China (Hong Kong) Limited.ResponsibilitiesLead the development of comprehensive private banking services, ensuring exceptional client satisfaction and retention.Identify and explore new...
-
Private Banking Risk Management Professional
3 hours ago
Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full timeAbout the RoleWe are looking for a Private Banking Risk Management Professional to join our team. In this role, you will be responsible for conducting thorough reviews of client CDD profiles and transactions, identifying potential risks, and implementing necessary corrective actions.Key Responsibilities:Client Review: Conduct comprehensive reviews of client...
-
Private Bank CDD Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full timeBank of Singapore, Asia's Global Private Bank, is a leading financial institution that provides exceptional banking services to high net worth individuals. We are constantly on the lookout for talented individuals to join our team.About UsWe promote a culture of openness, teamwork, and fairness. Our bank invests in our people through various programs that...
-
Private Banking Operations Expert
5 days ago
Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full timeJob SummaryWe are seeking an experienced Client Account Services Specialist to join our team in Hong Kong. The successful candidate will be responsible for providing account services support to our clients, ensuring compliance with regulatory standards and Bank's guidelines.The ideal candidate will have a strong background in private banking account...
-
Private Banking Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeWe are Ateca Consulting, a leading provider of private banking services. Our team is comprised of experienced professionals who are dedicated to delivering exceptional results for our clients.We are currently seeking highly skilled Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team. The ideal candidate will have a...
-
Private Banking Leader
7 days ago
Hong Kong Island, Hong Kong SAR China HK Job Consulting Full timeWe are seeking a highly skilled Private Banking Leader to join our team at HK Job Consulting. This role involves leading a team of professionals in delivering exceptional private banking services to high-net-worth individuals.The ideal candidate will have a strong background in finance, excellent leadership skills, and the ability to develop and execute...
-
Private Banking Solution Expert
5 days ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeJob DescriptionWe are seeking a Private Banking Solution Expert to join our team at DBS Bank. In this role, you will be responsible for developing and implementing private banking solutions that meet the needs of our clients.You will work closely with internal and external stakeholders to identify and evaluate investment opportunities, conduct due diligence...
-
Private Banking Executive
21 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeOur esteemed Private Swiss Bank is seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.We are looking for individuals with a proven track record in client management, who have managed high net worth individuals (HNWIs) and have a...
-
Head of Sales, Private Banking
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Cathay United Bank Full timeBe among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Responsibilities Develop and implement sales strategies to achieve business objectives and enhance Private Banking business growth. Lead and manage a group of Relationship Managers (RM) to achieve assigned KPIs and AUM revenue and to build and maintain clients'...
-
Private Banking Business Development Leader
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Cathay United Bank Full timeCareer Opportunity: Senior Sales Manager - Private BankingJoin Cathay United Bank as we continue to grow and expand our Private Banking business.In this role, you will lead a team of Relationship Managers to achieve assigned KPIs and AUM revenue, building and maintaining clients' portfolios.To succeed, you will need to develop and implement sales strategies...
-
Senior Sales Manager
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Cathay United Bank Full timeCathay United Bank is seeking a seasoned professional to lead our Private Banking business development efforts.As the Head of Client Acquisition, you will be responsible for developing and implementing sales strategies to drive growth and enhance our Private Banking business.The ideal candidate will have a proven track record in leading and managing sales...
-
Private Banking Expert
5 days ago
Hong Kong Island, Hong Kong SAR China Ateca Consulting Full timeWe are currently hiring experienced professionals to join an esteemed Private Swiss Bank, with roles based in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.Job DescriptionThe ideal candidate will have a minimum 5 years of experience managing High Net Worth Individuals (HNWIs) and at least 4-5 years in a senior role with a proven track...
-
Career Opportunities in Private Banking
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCompany OverviewHang Seng Bank Limited is committed to service excellence, with our people being our most important asset. We continually enhance our performance for customers and provide best-in-class products and services.Private Banking Department - Private Banking and Trust ServicesWe are seeking a high-calibre professional to join our department as...
-
Private Banking Director
21 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China HK Job Consulting Full timeHK Job Consulting is seeking a highly skilled Private Banking Director to join our team in Hong Kong. As a key member of our private banking department, you will be responsible for developing and executing business plans to enhance client acquisition and portfolio growth.ResponsibilitiesBusiness Planning: Formulate and implement strategic business plans to...
-
Hong Kong Island, Hong Kong SAR China International Executive Service Corps Full time**Job Description**The successful candidate will be responsible for identifying, originating, and developing client relationships within the high net worth segment. They will understand clients' wealth management needs, formulate solutions based on their circumstances and risk appetite, and provide timely banking services.Key Responsibilities:Originate and...
-
Private Banking Executive
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeHSBC Global Private Banking is seeking a talented professional to join our team as a Private Banking Executive in Taiwan. The role involves working closely with high net worth and ultra-high net worth clients to manage, grow, and preserve their wealth for generations to come.This role requires:Maintaining 'Trusted Advisor' relationships at key decision maker...
-
Private Banking Professional
5 days ago
Hong Kong Island, Hong Kong SAR China Be Myjob Company Limited Full timeWe are looking for a seasoned Professional to join our team as a Private Banking Banker. This is an excellent opportunity for someone who is passionate about delivering exceptional customer service and driving business growth.About the JobIn this role, you will be responsible for managing high net worth client portfolios and developing relationships with...
-
Private Client Advisor
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeWhy Join Us?We are a leading insurance broker, partnering with private banks, family offices, law and tax advisory firms to offer bespoke wealth planning solutions to high net worth individuals globally. With over 40 years of experience, we have developed a reputation for delivering exceptional service and expertise.We prioritize building strong...
-
Relationship Manager
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Gravitas Recruitment Group Full timeWe are excited to announce that we are hiring for multiple relationship management roles in the personal and private banking front office across various banks. If you are passionate about building client relationships and delivering exceptional service, we invite you to explore these opportunities. Join us in shaping the future of banking by applying your...