Private Banking Relationship Manager

PeopleSearch; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

PeopleSearch is seeking a Private Banking Relationship Manager in Hong Kong to manage a portfolio of HNW/UHNW clients, drive acquisition and growth, and deliver high‑quality wealth advisory with a focus on long‑term relationships and regulatory compliance.

You will tailor investment and banking solutions, coordinate with Investment/Portfolio Management, Compliance and Operations to ensure timely onboarding and service, maintain accurate CRM records for audit readiness, and meet AUM and revenue

Qualifications

• Minimum 8 years of experience as a Relationship Manager in Private Banking or High‑End Premier Banking environment.
• Fluency in English, Cantonese, and Mandarin required to serve the regional client base.

Responsibilities

• Own and manage relationships with assigned HNW/UHNW clients (and prospects).
• Drive new client acquisition via referrals, networking, and structured outreach.
• Provide premium service and ensure high client satisfaction and retention.
• Understand client needs (wealth growth, income planning, capital preservation, succession/estate planning as applicable).
• Proactively propose tailored wealth solutions using appropriate banking and investment products.
• Meet/exceed KPIs including: AUM growth, net new money, and revenue/product targets (as applicable).
• Ensure appropriate investment allocation in line with client objectives and risk tolerance (suitability).
• Support execution and product implementation with internal teams.
• Coordinate with Investment/Portfolio Management, Product Specialists, Compliance, Credit/Risk, Operations, and Client Onboarding.
• Ensure smooth onboarding, documentation readiness, and timely servicing.
• Follow KYC/AML requirements and maintain up-to-date client information.
• Ensure compliance with Hong Kong regulatory expectations and internal policies (including suitability and disclosure).
• Maintain accurate CRM records and documentation for audit readiness.

Skills

Client relationship management

English language

Cantonese language

Mandarin language

Job description

The Private Banking Relationship Manager (RM) will manage a portfolio of HNW/UHNW clients in Hong Kong, drive acquisition and growth, and deliver high-quality wealth advisory. The role focuses on building long‑term client relationships, recommending suitable investment and banking solutions, and achieving AUM growth and revenue targets while maintaining strict compliance with Hong Kong regulatory and internal requirements.

Key Responsibilities

• Own and manage relationships with assigned HNW/UHNW clients (and prospects).
• Drive new client acquisition via referrals, networking, and structured outreach.
• Provide premium service and ensure high client satisfaction and retention.
• Understand client needs (wealth growth, income planning, capital preservation, succession/estate planning as applicable).
• Proactively propose tailored wealth solutions using appropriate banking and investment products.
• Meet/exceed KPIs including: AUM growth, net new money, and revenue/product targets (as applicable).
• Ensure appropriate investment allocation in line with client objectives and risk tolerance (suitability).
• Support execution and product implementation with internal teams.
• Coordinate with Investment/Portfolio Management, Product Specialists, Compliance, Credit/Risk, Operations, and Client Onboarding.
• Ensure smooth onboarding, documentation readiness, and timely servicing.
• Follow KYC/AML requirements and maintain up-to-date client information.
• Ensure compliance with Hong Kong regulatory expectations and internal policies (including suitability and disclosure).
• Maintain accurate CRM records and documentation for audit readiness.

Requirement

• Minimum 8 years of experience as a Relationship Manager in a Private Banking or High-End Premier Banking environment.
• Fluency in English, Cantonese, and Mandarin is required to serve the regional client base.