Private Banker – External Asset Manager (EAM) Channel

NexusSearch International Limited; Hong Kong; On-site; HKD 1,568,628 - 2,352,942; Full time

Benefits offered by this job

High-performance commission structure

Job summary

NexusSearch International Limited seeks an experienced Private Banker to focus on the External Asset Manager (EAM) channel in Hong Kong. You will leverage your existing network to migrate at least USD 100 million AUM onto our platform while nurturing long-term EAM partnerships.

The role includes providing comprehensive wealth advisory for HNW clients, ensuring seamless operations among various teams, and achieving AUM inflow targets. Candidates are expected to have a strong record in private banking with significant EAM relations.

Qualifications

• 5–8+ years front-office private banking/EAM channel experience in Hong Kong.
• Proven existing book of HNW clients and established EAM relationships.
• Ability to migrate minimum USD 100M AUM to the platform.

Responsibilities

• Transfer a minimum of USD 100 million client AUM across EAM and direct HNW relationships.
• Provide holistic wealth planning for high-net-worth clients.
• Act as the liaison between EAM portfolio managers and internal teams.

Skills

Fluent English

Native Mandarin

Conversational Cantonese

Strong negotiation skills

Strong presentation skills

Stakeholder management

Education

CFA / CISI / Private Wealth Management qualifications

Job description

Location: Hong Kong / Dubai / Singapore

Report to: Head of EAM & Private Banking

Level: VP / Director

Job Overview

We are hiring an established Private Banker focused on the External Asset Manager (EAM) channel. You will leverage your existing HNW/UHNW and EAM network to migrate minimum USD 100 million AUM onto our custody & wealth platform, while nurturing long‑term EAM partnerships and delivering full‑spectrum private banking advisory. We offer an uncapped, high‑performance commission structure with payout rates up to 50% on eligible revenue streams.

Key Responsibilities

AUM Migration & EAM Channel Growth

• Transfer a minimum of USD 100 million existing client AUM across EAM and direct HNW relationships onto our banking platform within agreed ramp‑up timeline.
• Source, onboard and retain independent EAMs, multi‑family offices and independent wealth advisors in Hong Kong & Greater China.
• Design tailored custody, execution, financing and reporting packages for EAM discretionary portfolios to drive recurring fee income.
• Hit monthly/quarterly AUM inflow, trading volume and revenue KPIs via new EAM partner acquisition and deepening wallet share of existing counterparts.

HNW/UHNW Wealth Advisory

• Provide holistic wealth planning for high-net-worth clients referred by your EAM network, covering asset allocation, Lombard lending, FX, trust & succession planning, alternatives and structured investments.
• Run regular portfolio reviews, risk profiling and rebalancing exercises for both end clients and their appointed EAMs.

Third-Party Coordination & Operations

• Act as the main liaison between EAM portfolio managers, internal trading, credit, back‑office and compliance teams to ensure seamless trade execution, settlement and consolidated reporting.
• Manage full KYC/AML onboarding for EAM counterparties and underlying HNW clients, fully complying with SFC Type 4 / 9 and HKMA regulations.

Business Development & Reporting

• Host EAM roundtables, client seminars and market update sessions to expand your referral pipeline.
• Maintain complete CRM audit trails and submit periodic growth reports tracking migrated AUM, new EAM sign‑ups and commission‑eligible revenue.

Requirements

Track Record & Network

• 5–8+ years front‑office private banking / EAM channel experience in Hong Kong.
• Proven existing book of HNW clients and established EAM relationships, with ability to migrate minimum USD 100M AUM to our platform.
• History of hitting AUM and revenue growth targets at private bank or custodian institutions.

Regulatory & Technical Knowledge

• Hold or able to obtain SFC Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses.
• Deep understanding of tripartite EAM‑custodian‑client operating model, multi‑asset portfolios, Lombard financing and offshore wealth structuring.

Language & Soft Skills

• Fluent English + native Mandarin; conversational Cantonese preferred.
• Strong negotiation, presentation and stakeholder management skills to engage EAM founders and UHNW family principals.
• Self‑driven entrepreneurial mindset with focus on revenue generation to maximise high commission earnings.

Preferred Qualifications

• CFA / CISI / Private Wealth Management professional qualifications.
• Prior experience at international private banks with dedicated EAM channel teams.
• Existing USD 100M+ transferable custodian AUM book ready for platform migration.