Business Development/ RM - Wealth Management

TalentQuest HR Limited; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

TalentQuest HR Limited seeks a dynamic Business Development/ RM in Wealth Management to serve UHNW clients in Hong Kong. The role focuses on delivering private wealth services, building trust and providing tailored investment guidance.

You will develop and maintain high‑level client relationships, promote PB and wealth management products, perform investment analysis, and strive to meet sales targets through superior service and market insight.

Qualifications

• Degree holder in banking, business management and finance disciplines is preferred.
• Minimum 5 years experiences in private banking/wealth management serving UHNW clients.
• Strong sales and customer orientation, with good interpersonal and communication skills.
• Excellent command of spoken and written Cantonese, Mandarin, and English.

Responsibilities

• Provide private wealth management and investment services to UHNW clients.
• Build up and maintain relationships with private wealth customers and provide client service.
• Promote and advise on PB, Wealth management & investment products (insurance, bonds, funds, equities etc.).
• Perform investment analysis and achieve sales targets.

Skills

Client relationship

Sales

Interpersonal skills

Communication skills

Education

Degree in banking/finance

Job description

Business Development/ RM - Wealth Management

Our client is now seeking for energetic and highly motivated individuals to join their team.

Responsibilities

• Provide private wealth management and investment services to UHNW clients
• Build up and maintain relationships with private wealth customers and provide client service
• Promote and advisor on PB, Wealth management & investment products (insurance, bonds, funds, equities etc.)
• Perform investment analysis and achieved sales target

Requirements

• Degree holder in banking, business management and finance disciplines is preferred
• Minimum 5 years experiences in PB/ wealth management serving UHNW clients
• Strong sales and customer orientation, with good interpersonal and communication skills
• Excellent command of spoken and written Cantonese, Mandarin, and English