Multi-Private Banker (Family Office Platform)

Seeds Talent Solution Limited; Hong Kong; On-site; HKD 900,000 - 1,700,000; Full time

Job summary

Seeds Talent Solution Limited is seeking a Multi-Private Banker (Family Office Platform) to manage a portfolio of high-net-worth clients, delivering comprehensive wealth management and customized private banking solutions in Hong Kong.

The role involves collaborating with EAM partners and ensuring top-tier client service through strategic asset allocation and ongoing relationship development.

Qualifications

• Degree holder in Finance or related disciplines.
• Minimum 5 years private banking/wealth management experience.
• Qualified for registration as Securities Intermediary and Insurance Intermediary of the Bank.
• Good command of English, Cantonese and Mandarin.
• Excellent communication, interpersonal and analytical skills.

Responsibilities

• Develop and maintain a portfolio of HNW/UHNW clients by providing wealth management services.
• Provide customized solutions across private banking, investments and wealth management products.
• Actively review and monitor client AUM and allocate funds across funds, equity and other asset classes.
• Collaborate with EAM partners and wealth providers to offer diversified asset allocation strategies and global wealth management services.
• Promote long-term client relationships and expand clientele base.

Skills

Wealth management

Client relationship

Asset allocation

Communication

Analytical skills

Education

Finance degree

5+ years private banking/wealth management

Securities Intermediary registration

Insurance Intermediary registration

Job description

Multi-Private Banker (Family Office Platform)

Our clients include top-tier EAM/ Family office, they are looking for a high calibre individual to join their PrivateBanking Team.

Responsibilities

Develop and Maintain a portfolio of HNW/UHNW by providing a wide range of wealth management services

Understand the client requirement and provide customized solutions on a comprehensive range of private banking, investment and wealth management products to customers

Actively review and monitoring of client’s AUM through allocation of client funds into products across fund, equity and other asset classes

Working closely with our EAM partners, including private banks, brokers, insurance firms, and other private wealth management service providers, to provide clients with professional diversified asset allocation strategies and global wealth management services

Promote long-term client relationships and expand clientele base

Requirements

Degree holder in Finance or related disciplines

Minimum 5 years private banking/ wealth management experience or equivalent

Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank

Good command of spoken English, Cantonese and Mandarin

Excellent communication, interpersonal and analytical skills

Personal data collected will be used for recruitment purpose only.