Private Banker

1 week ago

Hong Kong Island, Hong Kong SAR China NexusSearch Full time

Private Banking & Wealth Management Relationship Manager A Private Banking & Wealth Management Relationship Manager serves ultra-high-net-worth individuals and family offices, managing comprehensive portfolios exceeding RMB$200-300M+ AUM size. Detailed Responsibilities Proactively building new house HNW/UHNW clients through networking, referrals, and market intelligence; conduct in-depth needs analysis to design bespoke wealth strategies including asset allocation, risk profiling, and multi-asset solutions (equities, bonds, funds, alternatives, structured products). Deliver personalized investment recommendations leveraging CMB Group's research, global markets access, and cross-border capabilities; monitor performance, rebalance portfolios, and execute trades while ensuring regulatory compliance (SFC Type 1/4/9 licensing). Promote ecosystem products like private equity, legacy planning, trusts, insurance wrappers, and RMB wealth solutions; collaborate with investment, credit, and product teams for tailored financing and intergenerational wealth transfer. Perform thorough due diligence, AML checks, and ongoing suitability assessments; prepare credit proposals and manage client onboarding per internal policies and HKMA guidelines. Contribute to department targets by growing AUM, revenue (fees, commissions), and client retention rates; participate in client events, seminars, and market updates. Key Requirements & Qualifications Bachelor's/Master's in Finance, Business, Economics, or related; CFA/CPA/CFP preferred. 5+ years private banking/wealth management experience with proven HNW client track record (HK$30M+ portfolios). Strong product knowledge across equities, fixed income, alternatives, and derivatives; proficiency in Bloomberg/Reuters. Excellent trilingual communication (English, Cantonese, Mandarin) for Mainland/GBA clients. SFC RA (Types 1,4,9); team player with high integrity and client-centric mindset. Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Location: Shenzhen, Guangdong, China #J-18808-Ljbffr

  • Business Technology Executive

    1 week ago

    Hong Kong Island, Hong Kong SAR China Asian Private Banker Full time

    Asian Private Banker is the premier provider of data, news, and analysis for the private wealth management community in Asia. We connect industry leaders through digital platforms, prestigious awards, and high-level events. We are seeking a tech‑savvy, hands‑on Business Technology Executive to join our team and drive our digital operations forward. The...

  • Senior Private Bankers

    2 weeks ago

    Hong Kong Island, Hong Kong SAR China Ateca Consulting Full time

    Senior Private Bankers (AUM HK) - Ateca Consulting We're currently seeking experienced Private Bankers, Senior Private Bankers, or Senior Relationship Managers to join a prestigious Private Swiss Bank. This exciting opportunity is available for our offices in Dubai, Bahrain, Hong Kong, Singapore, London, Zurich, and Geneva. What We’re Looking For: Minimum...

  • Senior Private Bankers

    4 days ago

    Hong Kong, Hong Kong SAR China Ateca Consulting Full time

    We're currently seeking experienced Private Bankers, Senior Private Bankers, or Senior Relationship Managers to join a prestigious Private Swiss Bank. This exciting opportunity is available for our offices in Dubai, Bahrain, Hong Kong, Singapore, London, Zurich, and Geneva. What We're Looking For: Minimum 5 years of experience in Private Banking,...

  • Private Banker

    2 weeks ago

    hong kong, Hong Kong SAR China Randstad Hong Kong Full time

    Private Banker - North Asia Focus (VP to MD) Join the Private Banker role at Randstad Hong Kong and contribute to a Tier 1 European Private Bank’s expanding presence in North Asia. Base pay range HK$600,000.00/yr - HK$2,000,000.00/yr The Opportunity Growth Desk: Join a highly successful and rapidly expanding Private Banking division focusing on North Asia...

  • Strategic Private Banker Lead — UHNW Relationships

    2 weeks ago

    Hong Kong Island, Hong Kong SAR China 01289 Citicorp International Limited Full time

    A leading global financial services firm in Hong Kong is seeking a Private Banker Lead to provide strategic advice to high-net-worth clients. This role requires developing strong relationships, understanding client needs, and delivering tailored financial solutions. With 6-10 years of experience in Private Banking and profound knowledge of the UHNW market,...

  • Vice President, Private Banker

    2 days ago

    Hong Kong Island, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time

    Responsibilities Develop and manage a portfolio of private banking customers. Provide investment advice to clients according to their needs, desires and risk profile. Define target market, analyse client needs and develop marketing and product enhancement strategies. Manage the credit quality and monitor the exposure of customers’ loan portfolios....

  • Senior Private Banker | UHNW AUM Growth Leader

    2 weeks ago

    Hong Kong Island, Hong Kong SAR China Ateca Consulting Full time

    A leading private banking consultancy is seeking experienced Senior Private Bankers to join a prestigious Swiss Bank. The ideal candidates have at least 5 years of experience in Private Banking, managing High Net-Worth Individuals (HNI), with a proven record of keeping an AUM exceeding $200M. This role offers a chance to elevate your career with unmatched...

  • Senior Private Banker

    2 weeks ago

    hong kong, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time

    A prestigious banking institution in Hong Kong is looking for a Private Banker to develop and manage a portfolio of private banking customers. The role involves providing tailored investment advice and defining marketing strategies according to client needs. Candidates must have at least 8 years of relevant experience and a degree in Finance or related...

  • Vice President, Private Banker

    2 weeks ago

    hong kong, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time

    Responsibilities: Develop and manage a portfolio of private banking customers Provide investment advices to the clients according to their needs, desires and risk profile Define target market, analyze client needs and develop marketing and product enhancement strategies Manage the credit quality and monitor the exposure of customers’ loan portfolios...

  • Private Banker

    1 week ago

    Hong Kong Island, Hong Kong SAR China PI Business Consulting Limited Full time

    A leading banking group in Hong Kong is seeking experienced Private Bankers to manage relationships and provide investment advice. The role involves acquiring ultra HNW customers, growing portfolio assets, and offering premium customer service. Candidates should have a diploma or higher, and at least 5 years' banking experience. Relevant licensing exams...