Elite Private Banking Relationship Director

HSBC Holdings plc; Hong Kong; On-site; HKD 1,800,000 - 3,600,000; Full time

Benefits offered by this job

No structured perks listed

Job summary

Hang Seng Bank Limited’s Private Banking team seeks a Senior Director/Director of Relationship Management to build and manage relationships with ultra-high-net-worth clients, delivering bespoke investment advice and premium service. The role supports portfolio profitability and reports to the Executive Director and Team Head of Relationship Management.

Requires 10–15 years banking experience, strong leadership, and a high-service mindset in a dynamic private banking environment.

Qualifications

• University degree or professional qualifications such as CFP/CFA; HKSI/IIQE passes.
• 10–15 years of banking experience with strong knowledge of insurance and investments.
• Strong sales orientation; ability to perform under pressure.
• Excellent communication, adaptability and stakeholder relationship management.
• Proficiency in English and Chinese; Putonghua is a plus.

Responsibilities

• Develop and manage a portfolio of ultra high-net-worth private banking clients.
• Provide investment advice and deliver premium service; execute client orders.
• Perform portfolio analysis, monitor performance and re-allocate as needed.
• Manage credit quality and monitor exposure of loan portfolios.
• Collaborate with internal departments to solicit business referrals.

Skills

Relationship management

Sales orientation

Communication skills

Analytical skills

Interpersonal skills

Adaptability / Agile

English & Chinese fluency

Education

Bachelor's degree in related discipline

CFP or CFA

HKSI licensing

IIQE licensing

ECF / CB credentials

Job description

Hang Seng Bank Limited’s Private Banking team seeks a Senior Director/Director of Relationship Management to build and manage relationships with ultra-high-net-worth clients, delivering bespoke investment advice and premium service. The role supports portfolio profitability and reports to the Executive Director and Team Head of Relationship Management.

Requires 10–15 years banking experience, strong leadership, and a high-service mindset in a dynamic private banking environment.