Client Solutions & Business Management - Private Banking

Michael Page International (HK) Ltd; Hong Kong; Sur place; HKD 900 000 - 1 500 000; Plein temps

Avantages offerts par ce poste

Cross-functional exposure

Regional market exposure

Strategic project work

Résumé du poste

Michael Page International (HK) Ltd is seeking a Client Solutions & Business Management professional for Private Banking, collaborating with Relationship Managers, Wealth Planning, Credit, Finance, IT and control functions across Hong Kong and Singapore.

The role emphasizes governance, onboarding, risk reporting and regional projects, offering broad exposure beyond traditional KYC roles and opportunities to influence cross-functional processes with senior stakeholders.

Qualifications

• Bachelor's degree or equivalent professional qualification.
• 8+ years of relevant experience within Private Banking, Wealth Management or another regulated financial institution.
• Experience in Business Management, Client Solutions, EAM/Introducer coverage, KYC/onboarding, governance or first-line business support.
• Good understanding of Private Banking controls, particularly client onboarding, referrals, intermediaries, third-party providers, periodic reviews and documentation.
• Strong stakeholder-management with senior management and external counterparties.
• Excellent written and spoken English; Cantonese and/or Mandarin would be an advantage.

Responsabilités

• Support External Asset Manager (EAM) / Introducer business, including onboarding, approvals, annual reviews and RM/EAM enquiries.
• Drive governance processes across Hong Kong and Singapore.
• Prepare management information, risk indicators and governance materials for senior management.
• Coordinate broker onboarding/empanelment and referral activities.
• Advise Relationship Managers on the regional referral framework and coordinate complex client solutions.
• Provide hands-on support for new RMs, including onboarding sessions.
• Participate in regional projects involving new business opportunities and governance frameworks.

Formation

Bachelor's degree

Description du poste

Client Solutions & Business Management - Private Banking

The successful candidate will work closely with Relationship Managers, Wealth Planning, Credit, Finance, IT and first-line control functions, with exposure across Hong Kong and Singapore and other regional markets.

客户简介

Our client is a leading international private banking and asset management group, owned by the Princely Family of Liechtenstein, serving high-net-worth individuals, families and institutional clients globally.

工作内容

Key Responsibilities

• Support the External Asset Manager (EAM) / Introducer business, covering prospect clearance, onboarding, business approvals, annual reviews and ongoing RM/EAM enquiries.
• Drive consistent EAM and Introducer governance processes across Hong Kong and Singapore.
• Prepare management information, key risk indicators, business updates and governance materials for senior management and relevant committees.
• Support the insurance broker referral business, working closely with Wealth Planning teams, external brokers and internal stakeholders.
• Coordinate broker and policy onboarding/empanelment, referral activities, periodic reviews and related documentation.
• Support governance and monitoring of third-party service providers and referral arrangements.
• Advise Relationship Managers on the bank's regional referral framework and coordinate more complex or non-traditional client solutions with relevant internal and external partners.
• Provide hands-on business support for new RMs, including onboarding, introductory sessions and time-sensitive client/business cases.
• Participate in regional projects involving new business opportunities, operating models, process enhancements and governance frameworks.

理想的求职者

Requirements

• Bachelor's degree or equivalent professional qualification.
• 8+ years of relevant experience within Private Banking, Wealth Management or another regulated financial institution.
• Experience in areas such as Business Management, Client Solutions, EAM/Introducer coverage, KYC/onboarding, governance or first-line business support.
• Good understanding of Private Banking controls, particularly around client onboarding, referrals, intermediaries, third-party providers, periodic reviews and documentation.
• Strong stakeholder-management skills with the ability to work effectively with Relationship Managers, senior management, control functions and external counterparties.
• Strong analytical skills and experience preparing management reports, risk indicators and presentation materials.
• Commercially minded, hands-on and comfortable managing multiple priorities independently.
• Excellent written and spoken English; Cantonese and/or Mandarin would be an advantage.

福利待遇

• Opportunity to work closely with Private Bankers and senior stakeholders across multiple business functions.
• Broad exposure covering EAMs, introducers, insurance referrals, third-party partnerships and business enablement.
• A role combining commercial Private Banking exposure with governance and strategic project responsibilities.
• Suitable for candidates looking to move beyond a narrow KYC/control function into a broader Private Banking business-management role.