Senior Client Acquisition Manager- Private Banking
7 hours ago
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 needs. Responsibilities Develop and implement strategies to attract and acquire new HNIs/ UHNI clients. Actively source leads through personal, professional networks, high‑profile events, external partnerships with Tax Consultants, Accounting firms, Lawyers, Corporate Service Providers, IFAs, EAMs and other market referrals. Serve as the primary contact for prospective clients throughout the acquisition and onboarding process. Assist clients in the onboarding process through assistance in form filling, collection of detailed client information, KYC documents and preparing the onboarding pack and sending to the central onboarding team in UAE. Arrange Zoom/Teams calls between prospects and the assigned Relationship Manager in Mashreq UAE for detailed information on products and services available in UAE. Coordinate with central Proposition / business development team in the UAE to ensure efficient and accurate onboarding. Maintain strong partnerships with internal departments to ensure a seamless client experience from acquisition to account activation. Qualifications Bachelor’s degree in finance, Business Administration, Economics, or a related field. MBA or relevant postgraduate certification is a strong asset. At least 8-10 years of experience in private banking, wealth management, or a similar client‑facing role and/or acquisition roles focused on UHNIs in Hong Kong. Proven track record of successful UHNI client acquisition. Sound understanding of wealth management products and solutions. Familiarity with Hong Kong and cross‑border regulatory frameworks (e.g., CRS, FATCA, AML/CFT). Must be fluent in Cantonese and English. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Business Development and Sales Industries Banking #J-18808-Ljbffr
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Head of Sales, Private Banking
4 days ago
Hong Kong Island, Hong Kong SAR China Private Banking Full timeResponsibilities 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...
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Private Banking Sales Leader
4 days ago
Hong Kong Island, Hong Kong SAR China Private Banking Full timeA 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...
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hong kong, Hong Kong SAR China CFA Institute Full timeResponsibilities Manage, develop and straighten Private Banking client relationship, provide high-quality, comprehensive and tailor-made Private Banking services. Explore potential Private Banking clients, increase HNW clients market share, actively perform cross-selling, in order to improve the clients' portfolio Lead and provid the supervisory over a group...
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Client Services Manager, Private Banking
2 weeks ago
hong kong, Hong Kong SAR China Bank of China (Hong Kong) Full timeOverview Provide all-rounded support to Private Banking Relationship Manager. Receive investment instructions from clients and transmit for accurate and timely execution and at all times ensure high service quality. Assist RM or Senior RM to open accounts for clients and to conduct KYC. Assist RM or Senior RM to prepare credit applications for clients....
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Account Executive, Art
2 days ago
hong kong, Hong Kong SAR China Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...
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hong kong, Hong Kong SAR China DBS Bank Full timeOverview Join to apply for the VP, Client Service Manager, Private Banking role at DBS Bank 14 hours ago Be among the first 25 applicants Join to apply for the VP, Client Service Manager, Private Banking role at DBS Bank Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the...
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Hong Kong Island, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team as a Private Client Desk Relationship Manager - Private Banking. Principal Responsibilities In this role you will: Provide the full suite of wealth management and banking services to HSBC’s high net worth individual clients Establish new private banking relationships and manage existing...
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeJob Description - AVP, Client Experience and Management, Private Banking P) Job Description AVP, Client Experience and Management, Private Banking - ( P ) 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,...
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Hong Kong, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team as a Private Client Desk Relationship Manager - Private Banking. Principal Responsibilities In this role you will: Provide the full suite of wealth management and banking services to HSBC's high net worth individual clients Establish new private banking relationships and manage existing...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - AVP/VP, Client Service Manager, Treasures Private Client, Private Banking AH) 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...
