Private Banking: Strategy

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’ portfolios Supervise and develop a team of Assistant Relationship Managers (ARM) to support...

A prestigious banking institution in Hong Kong is seeking a seasoned professional to lead their Private Banking division. The ideal candidate should have 8 to 10 years of experience, including a minimum of 3 to 5 years in a management role. Responsibilities include developing sales strategies and managing client portfolios. Proficiency in English and...

We are seeking a highly motivated and experienced Client Acquisition Manager to join our Banking division in Hong Kong. This role focuses on identifying, engaging, and onboarding Ultra High Net‑Worth Individuals (UHNWIs) interested in establishing banking relationships with Mashreq Private Banking division in UAE for their UAE banking & wealth management...

SOLOWIN HOLDINGS is a holding company incorporated under the laws of the Cayman Islands on July 23, 2021. We conduct our business through our wholly owned subsidiary, Solomon JFZ (Asia) Holdings Limited (“Solomon JFZ” - CE No.: BIF175), is a licensed financial and securities firm regulated by the Securities and Futures Commission of Hong Kong (SFC). It...

A leading financial services firm in Hong Kong is seeking a Business Transformation Associate to enhance operational excellence within Private Banking. This strategic role involves analyzing business processes, identifying inefficiencies, and cultivating solutions. The ideal candidate will have 5-10 years of experience in process improvement or business...

Segment Management and Analysis, Private Banking To build the customer journey and strategies for acquisition, cross‑selling, service upgrades, as well as customer engagement and retention. Coordinate and maintain the agile collaboration and cooperation with research, product, insurance broker and other divisions. To monitor and analyse the business and...

A leading private bank in Hong Kong is seeking a highly skilled FCC Compliance Specialist. This role involves managing regulatory obligations and ensuring strict compliance with KYC documentation. Candidates should have 3-5 years of experience in client onboarding, strong AML/KYC knowledge, and excellent analytical skills. Join a dynamic team that values...

Our client, a foreign-based enduring financial institution with her growing private banking empire in the Far East, is looking for experienced Private Bankers to join their team. Responsibilities Develop and manage a portfolio of private banking customers by the highest level of professional global investment advice Provide comprehensive range of private...

About the role This is an exciting opportunity to join the Private Bank team as a Product Sales (Bonds) professional. In this full‑time role based in Hong Kong, you will be responsible for providing expert sales support and advisory services to Private banking clients, with a focus on bond products. Key Responsibilities Proactively identifying and...

A leading Private Bank in Hong Kong is searching for an experienced Investment Counsellor to provide expert financial advice to high-net-worth individuals. You will collaborate closely with Relationship Managers to enhance client relationships and deliver tailored investment strategies across various asset classes. Ideal candidates should possess at least 4...