Private Banking Relationship Manager

Taipei Fubon Commercial Bank Co., Ltd; Hong Kong; On-site; HKD 800,000 - 1,200,000; Full time

Job summary

Taipei Fubon Commercial Bank Co., Ltd in Hong Kong seeks a senior private wealth manager to proactively acquire and grow a high-net-worth client base, delivering holistic wealth management and advisory services.

You will strive to meet revenue targets, provide investment, estate planning, insurance and tax advice, and ensure strict compliance with regulatory requirements, while communicating proficiently in English and Chinese (Mandarin essential).

Qualifications

• 5+ years of experience in private wealth management or related field (HNW clients preferred).
• Proficient in English and Chinese; Mandarin fluency required for client communication.
• Strong knowledge of financial investments and wealth structuring products.
• Ability to comply with HK regulatory requirements and internal policies.

Responsibilities

• Client Acquisition & Growth: develop market and build a high-net-worth client base through business development and channel management.
• Revenue Generation: meet and exceed sales revenue and AUM targets.
• Holistic Advisory: provide investment, estate planning, insurance, portfolio management and tax advisory services.
• Compliance & Risk Management: adhere to all policies and regulatory requirements.

Skills

Wealth management

Business development

Languages: English/Chinese/Mandarin

Education

Bachelor's degree in finance or related

Job description

Responsibilities:

• Client Acquisition & Growth: Proactively develop the market and strategically build a high-net-worth client base through effective business development and channel management.
• Revenue Generation: Strive to meet and exceed assigned sales revenue and asset-under-management (AUM) targets.
• Holistic Advisory: Provide comprehensive wealth management advice covering financial investment, estate planning (trusts), insurance, portfolio management, and tax advisory services.
• Compliance & Risk Management: Adhere strictly to all internal policies and procedures, ensuring full compliance with all external regulatory requirements.

Requirements:

• Experience: Minimum of 5 years of experience in the private wealth management business or a related field, preferably serving high-net-worth (HNW) clients.
• Education: Bachelor's degree or above in a financial-related discipline from a recognized institution.
• Knowledge: Sound knowledge of a broad range of financial investment and wealth structuring products.
• Licenses/Qualifications (HK Specific):
  • Holder of HKSI Licensing Examination (LE) Papers 1, 7, & 8.
  • Holder of Insurance Authority (IA) IIQE Papers I & III.
  • Advantage: ECF-PWM (Enhanced Competency Framework for Private Wealth Management) or ECF-RWM (Retail Wealth Management) qualification is an added advantage.
• Language Skills: Proficient in written and spoken English and Chinese (fluency in Mandarin is a must for effective client communication).
• Availability: short notice is highly preferred.

This is an in-scope position under the Mandatory Reference Checking (MRC) Scheme. For details, please refer to the corresponding website:

https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2

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## More Job Information

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Location

• 尖沙咀

Location

• 油尖旺區

Employment Term

• 全職

Employment Term

• 長期

Education

• 學士