Private Banking Relationship & Wealth Strategy Lead

Nanyang Commercial Bank, Limited

Hong Kong

On-site

HKD 600,000 - 900,000

Full time

14 days+

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Nanyang Commercial Bank, Limited is seeking a Private Banking - Relationship Manager to develop and manage a portfolio of private banking clients in Hong Kong, delivering tailored wealth management strategies.

You will provide professional investment advice, perform portfolio analysis, review performance regularly, and promote the full range of banking and investment products to meet business targets, requiring strong communication and cross‑cultural skills in English, Chinese and Putonghua.

Qualifications

Bachelor’s degree or above.
At least 5 years of sales experience in private banking field.
Sound knowledge towards investment market and private banking products.
Good understanding of private banking operations and policies.
Excellent connection in private banking market.
Sales and customer-oriented with good communication skills.
Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 is a must.
Holder of PWMA or CFPCM qualifications will be an advantage.
Proficiency in both written and spoken English, Chinese and Putonghua.

Responsibilities

Develop and manage a portfolio of private banking clients.
Perform investment portfolio analysis and fulfil clients’ investment needs by providing professional wealth management advice.
Provide regular portfolio review and market update to clients.
Initiate and implement strategies to promote a full range of banking and investment products through a proactive and professional approach in achieving the business sales targets of the bank.