Private Bank Policy

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...

Private Bank – Policies, Procedures & Change Management Specialist, AVP Deutsche Bank Private Bank is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and...

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...

Private Bank – Policies, Procedures & Change Management Specialist, AVP A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and wellbeing at its center. You can...

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...

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...

Responsibilities Provide wealth management services to the target market. Handle client relationships from the perspective of providing tailored solutions. Acquire a wide range of product knowledge and keep it continuously updated. Keep abreast of updates on the global investment market. Groom junior Relationship Managers to support the 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...

Relationship Manager - Private Banking Department Acquire new Private Banking customers and solicit business opportunities through cross-selling, referral and personal business connections Identify customers’ needs and provide customized solutions on a comprehensive range of banking, investment and wealth management products to customers Grow and...

Responsibilities Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business Manage a client base of high net worth individuals to achieve business penetration and portfolio growth Work within a collaborative environment to deliver the most appropriate products and services integrating...