High Net Worth Client Relationship Strategist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

Exciting Opportunity in Private Banking– Hong Kong

A prestigious Swiss private bank is seeking a Senior Relationship Manager for their Hong Kong office.

This is a unique chance to join a forward-thinking institution that recognizes and rewards success.

Previous hires have seen a 20% to 40% increase in their total compensation, making this an attractive opportunity for professionals with a strong track record in private banking.

The role offers access to a global network with offices in 27 countries, including Switzerland, Singapore, the UK, and the UAE. This provides an excellent platform for building relationships with high-net-worth individual investors and growing your client base.

What We're Looking For:

  • A minimum of 5 years' experience as a Private Banker, with a proven track record of managing relationships with high-net-worth individual investors.
  • Current AUM exceeding $250 million, demonstrating your ability to deliver results and grow your client portfolio.
  • At least five years of seniority with your current bank, showcasing your leadership skills and expertise in private banking.

What's on Offer:

  • A highly competitive package, including bonus buyouts, providing a substantial incentive for exceptional performance.
  • Support to expand your network and reconnect with clients in new and existing markets, helping you to build a loyal client base.
  • The chance to join an elite team at a global leader in private banking, offering opportunities for career growth and development.

The estimated salary for this role is around HK$2.5 million per annum, plus bonuses and benefits.



  • Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full time

    Job DescriptionWe are seeking an experienced High Net Worth Client Relationship Manager to join our team at Be Myjob Company Limited.Company OverviewBe Myjob Company Limited is a leading financial institution dedicated to providing exceptional wealth management services to high net worth individuals.SalaryThe salary for this position is estimated to be...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full time

    At Gopher Asset Management 歌斐資產, we are seeking an experienced High Net Worth Client Relationship Manager to join our team. This is a challenging and rewarding role that requires strong relationship-building skills, a deep understanding of financial investment products, and the ability to provide tailored advice to high-net-worth clients in Hong...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    About Hang Seng BankHang Seng Bank Limited is a leading financial institution in Hong Kong and Asia, committed to service excellence. We aim to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive compensation packages.Salary: HKD 1,200,000 - HKD 1,800,000 per annumThis salary range...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services group in Hong Kong, offering banking and insurance services through its extensive network of branches in Hong Kong, Macau, and Mainland China.Our core values are centered around caring, teamwork, and progressiveness. We recognize the uniqueness of each individual and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing GroupThe Dah Sing Financial Group is a leading financial services group in Hong Kong, offering banking, insurance, and other related services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China.We foster an environment where our employees feel valued, empowered, and encouraged to grow. Our culture revolves...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job DescriptionWe are seeking an experienced Private Wealth Management Manager to join our team at Unicorn Advisor (HK) Limited. As a key member of our fintech and retail department, you will be responsible for building and maintaining strong relationships with high net worth clients.The successful candidate will have a minimum of 3 years of relevant...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Established by Ateca Consulting, this opportunity is ideal for experienced Private Bankers seeking a new challenge in Hong Kong. About the RoleWe are looking for an exceptional individual with a proven track record in managing high-net-worth individual investor relationships.Key ResponsibilitiesManage a portfolio of high-net-worth clients with a minimum of...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job OverviewWe are seeking a highly skilled Relationship Manager to join our team at Hang Seng Bank Limited. As a key member of our Retail Distribution team, you will be responsible for providing financial planning services to high-net-worth customers and promoting investment, insurance, and banking products.


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Company OverviewCiti, a global leader in financial services, offers unparalleled opportunities for career growth and professional development. With over 200 years of experience, we provide a broad range of financial services and products to clients across the globe.About This RoleWe are seeking a high-caliber High Net Worth Relationship Manager to join our...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Job OverviewGlobal Executive Consultants Ltd. is seeking a skilled and experienced individual to fill the position of High-Net-Worth Client Support Specialist.This role involves providing operational support to Relationship Managers in various duties, including taking investment orders, remittances, account documentation, and credit modifications.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Company Overview: CICC is a renowned financial institution dedicated to providing exceptional wealth management services to its esteemed clients.">Job Summary: We are seeking an expert wealth strategist to join our team in developing and maintaining long-term relationships with high-net-worth individuals, their families, and corporate entities.">Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    At Citi, we strive to be a leader in the global financial services industry by providing innovative solutions and products that meet the evolving needs of our clients.We are seeking a highly experienced Strategic Client Relationship Manager to join our team in Hong Kong. This is an exceptional opportunity for a seasoned professional to leverage their...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job OverviewWe are seeking a seasoned High Net Worth Private Banking Relationship Manager to join our team at Bank of China (Hong Kong) Limited. In this role, you will be responsible for developing and executing an individual business plan to achieve client acquisition, business referral, and establishing a book of new business.About the RoleAs a High Net...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Role OverviewWe are seeking a seasoned professional to join our team as a Relationship Banker. This role involves building and maintaining relationships with high net worth clients, providing tailored financial solutions, and ensuring exceptional customer experience.


  • Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time

    Position OverviewWe are seeking an insurance product specialist (Wealth Planning) to strengthen our product distribution business and promote regular product programs with comfortable starting sizes to increase product penetration.Key Areas of ResponsibilitiesDevelop wealth planning solutions, primarily using insurance/trust products, for high net worth and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Ateca Consulting is a leading consulting firm that specializes in high net worth client management. We are seeking an experienced Private Banker to join our team.About the RoleWe are looking for a seasoned professional with extensive experience in managing large portfolios and high net worth client relationships. As a Private Banker, you will be responsible...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Paramount Recruitment Limited Full time

    Job DescriptionWe are seeking an experienced Financial Services Expert to manage high net worth clients in Greater China.Key Responsibilities:Develop comprehensive business plans and market strategies to identify, acquire, and manage high net worth clients;Deliver personalized wealth management solutions and advisory services to high net worth...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing GroupDah Sing Financial Group is a leading financial services provider in Hong Kong and China, offering banking, insurance, and investment services through its extensive network of branches. Our core values are built on caring, teamwork, and progressiveness, fostering an environment where individuals can grow and thrive.As a Deputy Regional...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job Title: Senior Wealth Management Director for High Net Worth ClientsWe are seeking a highly skilled and experienced Wealth Management Director to join our team at CICC. This role will be responsible for managing a portfolio of high net worth clients, providing personalized wealth management services, and driving business growth through strategic...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    Job SummaryWe are seeking an experienced High Net Worth Banking Manager to join our team at Bank of China.Key ResponsibilitiesDevelop and execute a business plan to acquire new clients, build relationships, and expand existing portfolios.Manage a portfolio of high net worth individuals, providing solutions and advice to achieve business growth and client...