Private Banker for HNW Clients — Open Architecture Growth

DNA Corporate Partners™; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

DNA Corporate Partners in Hong Kong is seeking a visionary Private Banker to join their high-performing team. This role focuses on onboarding HNW and Ultra-HNW clients, delivering holistic wealth solutions, and providing investment advisory across a broad product range.

With a strong support structure and a fast-growing EAM/MFO platform, you will play a key part in expanding client relationships while complying with HK regulatory requirements and maintaining excellent client service.

Qualifications

• Education: Degree holder in Business Administration, Finance, or related disciplines.
• Experience: Minimum 5 years in Private Banking or Wealth Management with proven client relationship skills.
• Product Knowledge: Funds, equities, margin financing, insurance, and structured products.

Responsibilities

• Acquire & Manage: Onboard High Net Worth (HNW) and Ultra-HNW clients, while deepening existing relationships.
• Holistic Wealth Planning: Understand clients’ financial goals, risk appetite, and life circumstances to deliver bespoke wealth solutions.
• Investment Advisory: Provide tailored investment advice aligned with clients’ risk profiles across funds, equities, structured products, margin financing, and insurance.
• Financial Mapping: Analyze asset allocation, investment horizon, liquidity needs, and risk tolerance.
• Portfolio Customisation: Allocate client capital across multiple asset classes via custodian bank network.
• Proactive Monitoring: Provide timely buy/sell/hold recommendations based on client preferences and market conditions.
• KYC & Compliance: Drive robust KYC due diligence and ensure full compliance with HK regulations.

Skills

Relationship management

Business development

Wealth management

KYC/compliance

Investment advisory

Financial mapping

Education

Bachelor's degree in finance

Tools

CRM systems (e.g., Salesforce)

Job description

DNA Corporate Partners in Hong Kong is seeking a visionary Private Banker to join their high-performing team. This role focuses on onboarding HNW and Ultra-HNW clients, delivering holistic wealth solutions, and providing investment advisory across a broad product range.

With a strong support structure and a fast-growing EAM/MFO platform, you will play a key part in expanding client relationships while complying with HK regulatory requirements and maintaining excellent client service.