Elite Private Banking RM — HNW Wealth & AUM Growth

PeopleSearch; Hong Kong; Vor Ort; HKD 900.000 - 1.500.000; Vollzeit

Zusammenfassung

PeopleSearch is seeking a Private Banking Relationship Manager in Hong Kong to manage a portfolio of HNW/UHNW clients, drive acquisition and growth, and deliver high‑quality wealth advisory with a focus on long‑term relationships and regulatory compliance.

You will tailor investment and banking solutions, coordinate with Investment/Portfolio Management, Compliance and Operations to ensure timely onboarding and service, maintain accurate CRM records for audit readiness, and meet AUM and revenue

Qualifikationen

• Minimum 8 years of experience as a Relationship Manager in Private Banking or High‑End Premier Banking environment.
• Fluency in English, Cantonese, and Mandarin required to serve the regional client base.

Aufgaben

• Own and manage relationships with assigned HNW/UHNW clients (and prospects).
• Drive new client acquisition via referrals, networking, and structured outreach.
• Provide premium service and ensure high client satisfaction and retention.
• Understand client needs (wealth growth, income planning, capital preservation, succession/estate planning as applicable).
• Proactively propose tailored wealth solutions using appropriate banking and investment products.
• Meet/exceed KPIs including: AUM growth, net new money, and revenue/product targets (as applicable).
• Ensure appropriate investment allocation in line with client objectives and risk tolerance (suitability).
• Support execution and product implementation with internal teams.
• Coordinate with Investment/Portfolio Management, Product Specialists, Compliance, Credit/Risk, Operations, and Client Onboarding.
• Ensure smooth onboarding, documentation readiness, and timely servicing.
• Follow KYC/AML requirements and maintain up-to-date client information.
• Ensure compliance with Hong Kong regulatory expectations and internal policies (including suitability and disclosure).
• Maintain accurate CRM records and documentation for audit readiness.

Kenntnisse

Client relationship management

English language

Cantonese language

Mandarin language

Jobbeschreibung

PeopleSearch is seeking a Private Banking Relationship Manager in Hong Kong to manage a portfolio of HNW/UHNW clients, drive acquisition and growth, and deliver high‑quality wealth advisory with a focus on long‑term relationships and regulatory compliance.

You will tailor investment and banking solutions, coordinate with Investment/Portfolio Management, Compliance and Operations to ensure timely onboarding and service, maintain accurate CRM records for audit readiness, and meet AUM and revenue