Platform Manager, Private Banking

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...

Responsibilities Support the team to perform daily monitoring on Private Banking business platform operations and processes for operation efficiency through continuous work improvement and risk mitigation Support in implementing monitoring procedures to ensure front line sales operate in accordance with trade policies and compliance regulations Support the...

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...

Connecting Elite Private Bankers with Global Opportunities | Expert in Discreet & Strategic Placements A leading global private bank is expanding in Hong Kong and is seeking Director and Executive Director–level Private Bankers with established UHNW/HNW client portfolios. Join a platform recognised for its robust balance sheet , competitive lending , and...

Our Client, a boutique Private Bank,isnow looking for experienced Private Banker to join their expanding team. Responsibilities Promote full range of wealth management and private banking products Manage a portfolio of Hong Kong and Chinese HNW and UHNW clients Proactively acquire new clients and generate new AUM Monitor client account and ensure a...

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...

Client Onboarding Assistant Manager / Manager, European Private Banking Groups Stable and well-known platform All rounded COB/KYC involvement Friendly team with great exposures Our Client Representing our strong global presences Private Banking client in searching for seasoned and young talent in their Hong Kong KYC and Client Onboarding Team....

A leading private banking institution is seeking experienced Private Banking Relationship Managers in Hong Kong. Candidates should have 5+ years in private banking, focusing on High Net Worth clients. This role offers the chance to join a rapidly growing team with excellent earning potential and career progression. Ideal candidates have strong networks in...

Assistant Relationship Manager - Private Banking You will be part of a leading private bank with a strong brand and network around the world. They are currently looking for an Assistant Relationship Manager to join their growing team to drive the private banking sector. Key Responsibilities Act as a trusted partner to the Relationship Manager to assist with...