Assistant Relationship Manager - Private Wealth Management

Ping An Bank Company Ltd.; Hong Kong; On-site; HKD 300,000 - 600,000; Full time

Job summary

Ping An Bank Hong Kong Branch is seeking an Assistant Relationship Manager in Private Wealth Management to support onboarding and ongoing client servicing. You will assist with account opening, due diligence, and review processes, and help execute market updates and client inquiries.

You will identify business opportunities, assist in revenue growth targets, and support portfolio management across a diverse range of products.

Qualifications

• University degree in any discipline; preferably Business Administration/Finance/Economics.
• 1–2 years of sales experience in wealth products.
• Possess insurance and securities licenses.
• ECF qualification preferable.
• Strong banking products knowledge.
• Excellent communication; proactive and customer oriented.

Responsibilities

• On-boarding for new and existing clients including account opening, due diligence and review.
• Proactive client service management with market updates, inquiries, and orders execution.
• Identify and explore business opportunities to meet revenue and growth targets.
• Assist Private Banking to provide high-quality portfolio management across products and services.

Skills

Sales experience

Banking knowledge

Communication skills

Bilingual English/Chinese

Education

University degree

Insurance and Securities licenses

ECF qualification

Job description

Assistant Relationship Manager - Private Wealth Management

Dealing with on boarding process for new-to bank and existing clients including a/c opening , due diligence and review process;

Proactive clients service management including regular clients contact on market updates , financial and non-financial service enquiry , orders execution etc;

Continuously Identifying and exploring business opportunities with accomplishment of revenue and growth targets;

Assist PB to provide high quality portfolio management service to meet clients needs though diverse range of products and services.

Job Requirements:

University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics；

1-2 years of sales experience in wealth products;

Possess recognized insurance and securities licenses;

Relevant Enhanced Competency Framework (ECF) qualification is preferable;

Strong banking products knowledge is a must;

Proactive with excellent communication skills;

Self-motivated, customer oriented and able to work under pressure;

Proficient in both spoken and written English and Chinese, Putonghua is preferred

Ping An Bank Hong Kong Branch is a key overseas subsidiary of Ping An Bank Co., Ltd., a leading national joint-stock commercial bank in China. Established in 2002, the branch is strategically located in Hong Kong, a global financial hub, and serves as a vital link for the bank's international expansion.

The branch provides a comprehensive range of financial services to both retail and corporate customers, including deposit products, loans, investment solutions, and foreign exchange services. Leveraging the resources and expertise of Ping An Group, the branch is committed to delivering high-quality, innovative financial solutions tailored to meet the diverse needs of its clients.

Ping An Bank Hong Kong Branch is a key overseas subsidiary of Ping An Bank Co., Ltd., a leading national joint-stock commercial bank in China. Established in 2002, the branch is strategically located in Hong Kong, a global financial hub, and serves as a vital link for the bank's international expansion.

The branch provides a comprehensive range of financial services to both retail and corporate customers, including deposit products, loans, investment solutions, and foreign exchange services. Leveraging the resources and expertise of Ping An Group, the branch is committed to delivering high-quality, innovative financial solutions tailored to meet the diverse needs of its clients.