Senior Private Banker
Senior Private Banker
Posted on :
12-07-2025
Employer Active
1 Vacancy
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Job Description
Our client a global financial conglomerate is undergoing a rapid expansion drive for its private banking division with the hire of Relationship Management professionals at VP ED and MD levels in each case with substantial client following to service the greater China market from Hong Kong.
ROLE
- Originate develop and maintain client relationships within the high-net-worth segment
- Understand clients wealth management needs and formulate appropriate solutions to meet the needs based on the clients circumstances and risk appetite
- Provide wealth management services and execute transactions for clients on a timely and effective manner
- Monitor clients portfolio and provide timely update to clients as appropriate
- Perform regular reviews with clients to re-assess clients risk profile wealth management needs and other customer details
- Assist in the development of marketing and business related projects
- Perform all tasks within regulatory and compliance standards
YOU
- Degree holder in business administration banking finance or related disciplines from a reputable higher education institution
- At least 6 years of wealth management experience serving high net worth customers covering the greater China market
- Sound knowledge of wide range of banking and investment products
- Successful track record of selling wealth management products to HNW and/or UHNW clients relationship building and interpersonal skills in the private wealth industry
- Strong self-initiative and able to work under pressure
- Good command of both written and spoken English and Mandarin Cantonese is a plus
- Directly managing a minimum US$100m of AUM
- Willing and able to travel to the Mainland
AMAZING
- CPWP certification
- Holder of insurance and securities licenses IIQE & HKSI and other qualifications under HKMA and HKSFC
- Significant experience of working in a major private bank or other intenational wealth management organisation
- Some overseas education is a plus
On offer is a competitive package an inclusive work environment and excellent career prospects.
Employment Type
Full Time
Key Skills
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