HNW Relationship Manager | Private Banking

PeopleSearch Limited; Hong Kong; On-site; HKD 700,000 - 1,000,000; Full time

Job summary

PeopleSearch Limited in Hong Kong is seeking a Relationship Manager to build and deepen relationships with high net worth clients, assess their financial needs, and tailor investment, insurance, and related products.

You will ensure AML compliance, work with sales channels across the bank, and contribute to a strong sales pipeline and performance targets. Fluency in English and Cantonese is required; Mandarin is a bonus.

Qualifications

• University degree or equivalent, with qualifications in I&IQ and HKSI.
• Proven track record in managing HNW clients.
• Experience in retail banking products & services including I&I products.
• Fluency in English and Cantonese; Mandarin proficiency is a plus.
• Candidates with less experience may be considered for Junior Relationship Managers.

Responsibilities

• Build and develop long-term relationships with HNW clients.
• Evaluate financial service needs of current and new HNW clients across I&I products and tailor-made services.
• Provide customized financial products and services to address clients' needs.
• Ensure strict compliance with regulations and AML controls.
• Collaborate with sales channels and stakeholders to maintain a robust sales pipeline and achieve targets.

Skills

HNW client management

Retail banking products

Compliance & AML

Education

University degree

I&IQ & HKSI qualifications

Job description

PeopleSearch Limited in Hong Kong is seeking a Relationship Manager to build and deepen relationships with high net worth clients, assess their financial needs, and tailor investment, insurance, and related products.

You will ensure AML compliance, work with sales channels across the bank, and contribute to a strong sales pipeline and performance targets. Fluency in English and Cantonese is required; Mandarin is a bonus.