Private Banking Portfolio Manager

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China ACCA Careers Full time

Company Overview

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  • We are working with multiple banking and securities clients for Private Banking / Wealth Management.

Job Description

  • Establish new business relationships and expand the business portfolio of Private Banking clients.
  • Achieve business targets assigned by management.
  • Provide investment advisory services to Private Banking clients and offer tailored banking solutions.
  • Manage clients' portfolios by offering advisory services and executing trading orders.
  • Sell and cross-sell investment, FX, and securities products.

Required Skills and Qualifications

  • University Degree in Business Administration, Finance, Economics, or relevant discipline.
  • Minimum 3 years of private banking/wealth management experience or equivalent; PRC experience is an advantage.
  • Holder of professional qualifications such as ECF-RWM, CPWP, CFMP, FRM, CPA, and CB will be an advantage.
  • Good communication and interpersonal skills.
  • Good written and spoken English and Chinese, including Mandarin.

What You Need to Do Now

  • If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please contact us directly.


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