Elite Private Banking Relationship Manager

Dah Sing Financial Group; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Dah Sing Financial Group seeks a Regional Wealth Management professional to originate and expand relationships with high net worth clients in Hong Kong. You will assess wealth needs, propose tailored solutions, and provide timely banking services and portfolio updates to clients.

Role requires strong relationship-building, sales skills, and relevant licensing credentials. You will work under the Regional Head, with compliance and collaboration across partners to meet business goals.

Qualifications

• Proven ability to originate and manage relationships with high net worth clients.
• Strong knowledge of wealth management products and banking services.
• Licensing requirements include HKSI LE Papers and IIQE where applicable.

Responsibilities

• Originate, develop and maintain relationships with high net worth clients.
• Understand wealth needs and formulate suitable solutions.
• Provide banking services and execute transactions promptly.
• Monitor client portfolios and provide timely updates.
• Conduct regular reviews of clients' risk profiles and needs.
• Collaborate with business partners on marketing and projects.
• Adhere to regulatory and compliance requirements.

Skills

Relationship building

Interpersonal skills

Sales

Self-motivation

Education

CPWP

HKSI LE Papers 1,7 & 8

IIQE 1–3 & 5

Bachelor's degree or equivalent

Job description

Dah Sing Financial Group seeks a Regional Wealth Management professional to originate and expand relationships with high net worth clients in Hong Kong. You will assess wealth needs, propose tailored solutions, and provide timely banking services and portfolio updates to clients.

Role requires strong relationship-building, sales skills, and relevant licensing credentials. You will work under the Regional Head, with compliance and collaboration across partners to meet business goals.