Relationship Manager, Private Banking

2 days ago


Hong Kong, Hong Kong SAR China Interfill Group Full time

My client is a stable and growing Foreign Bank Branch, now actively seeking a new talented Private Banking Relationship Manager due to expansion. This is an exciting new headcount opportunity within a high-growth team, offering the chance to contribute to the expansion of premium wealth management services for high-net-worth clients. JOB DUTIES: Build and nurture long-term relationships with high-net-worth individuals (HNWIs), delivering tailored private banking solutions to meet their financial goals. Identify and pursue new business opportunities through proactive client acquisition, networking, and referrals, while retaining and deepening existing client portfolios. Provide expert advisory services on wealth management products, including investment strategies, structured finance, estate planning, and cross-border solutions, ensuring compliance with regulatory standards. Collaborate with internal product specialists, credit teams, and global counterparts to design customized offerings and facilitate seamless execution. Conduct regular client meetings, portfolio reviews, and market updates, with frequent travel to Mainland China to support regional client engagement and business development. Monitor market trends, regulatory changes, and client needs to recommend proactive adjustments, driving revenue growth through cross-selling and upselling. Maintain meticulous records of client interactions, risk assessments, and performance metrics to ensure exceptional service delivery and risk mitigation. JOB REQUIREMENTS: Mid-to-senior level experience (5+ years) as a Private Banking Relationship Manager, with a proven track record in client acquisition, retention, and asset gathering within China market; Strong understanding of cross-border wealth management for Chinese HNWIs, including familiarity with offshore banking products, RMB services, and Greater Bay Area opportunities. Fluency in Mandarin is essential Excellent interpersonal and presentation skills, with the ability to thrive in a high-pressure environment and travel frequently to Mainland China Relevant qualifications such as CFA, CFP, or HKMA licensing; a Bachelor's degree in Finance, Business, or a related field. Self-motivated team player with a client-first mindset, impeccable integrity, and a passion for delivering superior financial outcomes. If you are a results-driven professional eager to advance your career with a leading financial institution, please submit your CV for a confidential discussion.



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