Private Wealth Assistant Relationship Manager

Ping An Bank Company Ltd.; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

Ping An Bank Hong Kong Branch is seeking an Assistant Relationship Manager in Private Wealth Management to support onboarding of new and existing clients, perform due diligence, and manage ongoing client inquiries. The role requires active engagement in market updates and transaction support to drive client satisfaction.

The ideal candidate holds a university degree with 1–2 years of wealth sales experience, licenses in insurance and securities, and a strong grasp of banking products.

Qualifications

• University graduate in any discipline; preferably Business Administration, Accounting, Finance or Economics.
• 1–2 years of sales experience in wealth products.
• Possess recognized insurance and securities licenses.
• ECF qualification is preferable.
• Strong banking products knowledge is a must.

Responsibilities

• Onboarding process for new-to-bank and existing clients, including account opening, due diligence and review.
• Proactive client service management with regular market updates, service enquiries and order execution.
• Continuously identifying and exploring business opportunities with revenue and growth targets.
• Assist Private Banking to provide high-quality portfolio management service to meet clients' needs.

Skills

Banking products knowledge

Excellent communication

English & Chinese proficiency

Self-motivated & customer oriented

Work under pressure

Education

University degree

Job description

Ping An Bank Hong Kong Branch is seeking an Assistant Relationship Manager in Private Wealth Management to support onboarding of new and existing clients, perform due diligence, and manage ongoing client inquiries. The role requires active engagement in market updates and transaction support to drive client satisfaction.

The ideal candidate holds a university degree with 1–2 years of wealth sales experience, licenses in insurance and securities, and a strong grasp of banking products.