Relationship Manager, Private Wealth Management

  • Negotiable
  • Hong Kong
  • CDI, Plein-temps
  • 07 déc. 18

To deliver AUM and generate healthy pipeline of target market prospects.

Job Description:

  • Deliver AUM, and Revenue growth targets and key operating metrics (client relationship building, client satisfaction, product holdings, etc.)
  • Generate healthy pipeline of target market prospects from the existing Retail Banking clients / Private Wealth Management (PWM) clients from the mainland branches and convert them into local PWM clients
  • Grow customer portfolio size by deepening existing customer relationships
  • Implement an asset allocation in line with the client needs and model portfolios as benchmarks.
  • Deliver, monitors and reviews solutions to clients based on client investment profile.
  • Conduct periodic reviews of client accounts in accordance with established procedures.
  • Deliver profitable growth by controlling costs and operational losses.
  • Ensure Sales Management, Suitability and on-boarding & AML processes, cross boarder selling applied appropriately.
  • Timely handling of customer issues, complaints, and product enquiries in accordance with established procedures.
  • Partner effectively with internal & external product specialists to deliver effective client solutions.
  • Work closely with the PWM Compliance, & ensure adherence with the regulatory compliance policies and processes derived from the HKMA, SFC & OCI


  • Degree holder or above in Business, Finance or related disciplines, with possessing the HKSI’s 1, 4 & 9 licenses & relevant insurance licenses.
  • Minimum 10 years of the relevant banking experiences in serving high net-worth clientele in retail bank’s PWM, & with private banking experience is preferred.
  • In-depth knowledge in private wealth management business, market trends and regulatory environment.
  • Self-starter with strong leadership, interpersonal and influencing skills.
  • Strong ability to build & maintain a network of target prospects in Hong Kong, Greater China & other international countries.
  • Able to communicate effectively with all levels of the organization and external parties in both written and oral English, Chinese in Cantonese & Mandarin