Client Solutions & Business Management - Private Banking

Michael Page (Hong Kong); Hong Kong; Presencial; HKD 1.200.000 - 1.800.000; Jornada completa

Descripción de la vacante

Michael Page (Hong Kong) is seeking a senior professional to lead governance and business management within Private Banking. You will support the External Asset Manager/Introducer channel, oversee onboarding, approvals and annual reviews, and coordinate governance across HK and Singapore.

The role involves preparing senior management materials and coordinating cross-border initiatives. Ideal candidates bring 8+ years in private banking or wealth management, strong stakeholder management, and

Formación

• Bachelor's degree or equivalent professional qualification.
• 8+ years of relevant experience in private banking or wealth management.
• Experience in business management, client solutions, EAM/Introducer coverage, KYC onboarding, governance or first-line business support.
• Solid understanding of private banking controls, especially onboarding, referrals, intermediaries, third-party providers, reviews and documentation.
• Strong stakeholder-management with relationships with RM, senior management, control functions and external counterparties.
• Strong analytical skills and experience preparing management reports and risk indicators.
• Commercially minded, hands-on, able to manage multiple priorities.

Responsabilidades

• Support External Asset Manager/Introducer governance across HK and Singapore.
• Drive governance processes across EAM and Introducer activities.
• Prepare management information, risk indicators and governance materials for senior committees.
• Support insurance broker referral business with Wealth Planning teams and brokers.
• Coordinate broker and policy onboarding, referrals and periodic reviews.
• Advise RMs on regional referral framework and coordinate complex client solutions.
• Provide onboarding and introductory sessions for new RMs.
• Participate in regional projects for new business opportunities and operating models.

Conocimientos

Governance

Business management

KYC onboarding

Stakeholder management

Analytical reporting

Presentation skills

Educación

Bachelor's degree

Descripción del empleo

• Top-tier Private Bank
• Friendly Working Culture

About Our Client

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.

Job Description

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.

The Successful Applicant

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.

What's on Offer

• 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.