Elite Private Banking Relationship Manager - Wealth & Growth

Taipei Fubon Commercial Bank Co., Ltd; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

Taipei Fubon Commercial Bank Co., Ltd in Hong Kong seeks a senior private wealth manager to proactively acquire and grow a high-net-worth client base, delivering holistic wealth management and advisory services.

You will strive to meet revenue targets, provide investment, estate planning, insurance and tax advice, and ensure strict compliance with regulatory requirements, while communicating proficiently in English and Chinese (Mandarin essential).

Qualifications

• 5+ years of experience in private wealth management or related field (HNW clients preferred).
• Proficient in English and Chinese; Mandarin fluency required for client communication.
• Strong knowledge of financial investments and wealth structuring products.
• Ability to comply with HK regulatory requirements and internal policies.

Responsibilities

• Client Acquisition & Growth: develop market and build a high-net-worth client base through business development and channel management.
• Revenue Generation: meet and exceed sales revenue and AUM targets.
• Holistic Advisory: provide investment, estate planning, insurance, portfolio management and tax advisory services.
• Compliance & Risk Management: adhere to all policies and regulatory requirements.

Skills

Wealth management

Business development

Languages: English/Chinese/Mandarin

Education

Bachelor's degree in finance or related

Job description

Taipei Fubon Commercial Bank Co., Ltd in Hong Kong seeks a senior private wealth manager to proactively acquire and grow a high-net-worth client base, delivering holistic wealth management and advisory services.

You will strive to meet revenue targets, provide investment, estate planning, insurance and tax advice, and ensure strict compliance with regulatory requirements, while communicating proficiently in English and Chinese (Mandarin essential).