Private Banking Professional

4 days ago


Hong Kong Island, Hong Kong SAR China Be Myjob Company Limited Full time

We are looking for a seasoned Professional to join our team as a Private Banking Banker. This is an excellent opportunity for someone who is passionate about delivering exceptional customer service and driving business growth.

About the Job

In this role, you will be responsible for managing high net worth client portfolios and developing relationships with clients to understand their financial needs and goals.

Key Responsibilities
  • Acquire, develop, and retain relationships with high net worth clients
  • Help clients articulate their financial needs and deliver tailored solutions
  • Understand clients' personal and professional backgrounds to provide personalized financial advice
  • Achieve agreed key performance indicators and profit growth through client relationships
  • Increase client loyalty by meeting their needs and collaborating with internal stakeholders
Requirements
  • Bachelor's degree or equivalent experience in finance, business, or a related discipline
  • Solid years of experience in relationship management and portfolio management
  • Proven track record of success in client portfolio management
  • Evidence of strong client recommendation and sales results in wealth products
  • Expert knowledge of financial planning, wealth products, and macroeconomics


  • Hong Kong Island, Hong Kong SAR China Bank of China Full time

    Job OverviewWe are looking for a talented Private Banking Professional to join our team at the Bank of China. As a key member of our department, you will be responsible for managing a client base of high net worth individuals and achieving business penetration and portfolio growth.Responsibilities:Develop and execute an individual business plan to achieve...


  • Hong Kong Island, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full time

    Job SummaryWe are seeking an experienced Client Account Services Specialist to join our team in Hong Kong. The successful candidate will be responsible for providing account services support to our clients, ensuring compliance with regulatory standards and Bank's guidelines.The ideal candidate will have a strong background in private banking account...


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

    Hong Kong is a key market for this reputable China-based Bank, which is seeking an experienced Private Banking Professional to join its compliance department.Job DescriptionThe ideal candidate will be responsible for developing and executing business plans to enhance client acquisition, encourage business referrals, and build a robust portfolio of new...


  • Hong Kong Island, Hong Kong SAR China HK Job Consulting Full time

    We are seeking a highly skilled Private Banking Leader to join our team at HK Job Consulting. This role involves leading a team of professionals in delivering exceptional private banking services to high-net-worth individuals.The ideal candidate will have a strong background in finance, excellent leadership skills, and the ability to develop and execute...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of Singapore, Asia's Global Private Bank Full time

    Bank of Singapore, Asia's Global Private Bank, is a leading financial institution that provides exceptional banking services to high net worth individuals. We are constantly on the lookout for talented individuals to join our team.About UsWe promote a culture of openness, teamwork, and fairness. Our bank invests in our people through various programs that...


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

    We are currently hiring experienced professionals to join an esteemed Private Swiss Bank, with roles based in Singapore, Hong Kong, Dubai, Bahrain, London, Zurich, and Geneva.Job DescriptionThe ideal candidate will have a minimum 5 years of experience managing High Net Worth Individuals (HNWIs) and at least 4-5 years in a senior role with a proven track...


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

    We are Ateca Consulting, a leading provider of private banking services. Our team is comprised of experienced professionals who are dedicated to delivering exceptional results for our clients.We are currently seeking highly skilled Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team. The ideal candidate will have a...


  • Hong Kong Island, Hong Kong SAR China Bank of China Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Banking Executive to join our team at the Bank of China. As a key member of our private banking department, you will be responsible for developing and executing individual business plans to achieve client acquisition and business growth.


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

    Job DescriptionWe are seeking a highly skilled Risk Management Professional to join our team at Bank of China (Hong Kong) Limited. This is an exciting opportunity for a motivated individual to play a key role in ensuring the effective management of operational risks within our private banking business.About the RoleThis position will be responsible for...


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

    Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. 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'...


  • Hong Kong Island, Hong Kong SAR China DBS Bank Full time

    Job DescriptionWe are seeking a Private Banking Solution Expert to join our team at DBS Bank. In this role, you will be responsible for developing and implementing private banking solutions that meet the needs of our clients.You will work closely with internal and external stakeholders to identify and evaluate investment opportunities, conduct due diligence...


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

    Company OverviewHang Seng Bank Limited is committed to service excellence, with our people being our most important asset. We continually enhance our performance for customers and provide best-in-class products and services.Private Banking Department - Private Banking and Trust ServicesWe are seeking a high-calibre professional to join our department as...


  • Hong Kong, Central and Western District, Hong Kong SAR China TalentQuest HR Limited Full time

    Job OverviewTalentQuest HR Limited is seeking a seasoned Private Banking professional to join our team as an Associate in the Relationship Management department.Responsibilities:Support Relationship Managers in onboarding customers, introducing products, and obtaining credit approvals.Monitor client inquiries and transactions, ensuring timely resolution of...


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

    HSBC Global Private Banking is seeking a talented professional to join our team as a Private Banking Executive in Taiwan. The role involves working closely with high net worth and ultra-high net worth clients to manage, grow, and preserve their wealth for generations to come.This role requires:Maintaining 'Trusted Advisor' relationships at key decision maker...


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

    Job SummaryWe are seeking an experienced Private Banking Relationship Director to join our team at Bank Of China (Hong Kong) Limited. The ideal candidate will have a strong track record in client relationship management, sales, and leadership.About the RoleLead a team of Relationship Managers to develop and maintain relationships with high net worth clients,...


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

    Cathay United Bank is seeking a seasoned professional to lead our Private Banking business development efforts.As the Head of Client Acquisition, you will be responsible for developing and implementing sales strategies to drive growth and enhance our Private Banking business.The ideal candidate will have a proven track record in leading and managing sales...


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

    Job DescriptionAs a Private Banking Specialist, you will play a key role in introducing quality business partners to our Private Banking department. Your primary responsibilities will include evaluating fund houses, coordinating distribution agreements, and monitoring operational flows.You will conduct regular reviews to ensure compliance requirements are...


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

    About the OpportunityAteca Consulting is seeking an experienced Private Banking Director to lead our Hong Kong office. This role offers a unique chance to join a forward-thinking institution that rewards leadership and success.Why Consider This?Compensation Package: Competitive salary + performance-based bonuses, providing opportunities for significant...


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

    HSBC Global Private Banking offers a unique opportunity for a highly skilled professional to join our team as a PC Desk Client Service Executive for a 6 month fixed term contract.In this role, you will have the opportunity to work closely with Relationship Managers to deliver exceptional client service to high net worth and ultra-high net worth...


  • Hong Kong Island, Hong Kong SAR China Standard Chartered Life and Careers Full time

    Key ResponsibilitiesThe successful candidate will be responsible for managing change initiatives across the Private Banking business.This includes leading relevant change projects, developing comprehensive implementation plans, and ensuring compliance with external regulatory requirements.The role requires a deep understanding of investment suitability and...