Elite UHNW Private Banking Relationship Manager

Cathay United Bank

Hong Kong

On-site

HKD 1,000,000 - 1,400,000

Full time

8 days ago

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Job summary

Cathay United Bank in Hong Kong seeks an experienced Senior Relationship Manager for Private Wealth. You will acquire and develop Ultra High Net Worth clients, cross-sell opportunities, and advise on customized wealth solutions to meet objectives and risk profiles.

Fluency in Mandarin, Cantonese and English is essential, with strong regulatory knowledge and a focus on compliant, high-quality service delivery.

Qualifications

Minimum 6 years of RM or Investment Advisor experience in private banking for UHNW clients.
HKSI Licensing Examination passed; qualified under SFO Type 1 & Type 4.
Knowledge of private banking and treasury services; regulatory requirements.
Fluent in Mandarin, Cantonese and English.
Self-initiated, strong team player with good communication and interpersonal skills.

Responsibilities

Acquire and develop UHNW clients and solicit business opportunities.
Maintain client relationships with high service quality and thorough KYC.
Identify clients’ investment needs and provide customized private wealth solutions.
Aspire to achieve individual performance objectives while upholding corporate and compliance culture.
Strict adherence to internal and external regulatory requirements.