Relationship Manager, Private Banking

Dah Sing Financial Group; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Dah Sing Financial Group seeks a Regional Wealth Management professional to originate and expand relationships with high net worth clients in Hong Kong. You will assess wealth needs, propose tailored solutions, and provide timely banking services and portfolio updates to clients.

Role requires strong relationship-building, sales skills, and relevant licensing credentials. You will work under the Regional Head, with compliance and collaboration across partners to meet business goals.

Qualifications

• Proven ability to originate and manage relationships with high net worth clients.
• Strong knowledge of wealth management products and banking services.
• Licensing requirements include HKSI LE Papers and IIQE where applicable.

Responsibilities

• Originate, develop and maintain relationships with high net worth clients.
• Understand wealth needs and formulate suitable solutions.
• Provide banking services and execute transactions promptly.
• Monitor client portfolios and provide timely updates.
• Conduct regular reviews of clients' risk profiles and needs.
• Collaborate with business partners on marketing and projects.
• Adhere to regulatory and compliance requirements.

Skills

Relationship building

Interpersonal skills

Sales

Self-motivation

Education

CPWP

HKSI LE Papers 1,7 & 8

IIQE 1–3 & 5

Bachelor's degree or equivalent

Job description

Reporting to Regional Head, you will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.

Job Responsibilities :

Originate, develop and maintain client relationships within the high net worth segment

Understand clients’ wealth management needs and formulate appropriate solutions to meet the needs based on the clients’ circumstances and risk appetite

Provide banking services and execute transactions for clients on a timely and effective manner

Monitor clients’ portfolio and provide timely update to clients as appropriate

Perform regular reviews with clients to re-assess client’s risk profile, wealth management needs and other customer details

Originate, develop and maintain relationship with business partners and assist in the development of marketing and business related projects

Perform tasks in accordance with regulatory and compliance requirements

To meet the challenge, you should have the following qualifications and attributes:

Degree holder with CPWP is a plus

Minimum 4 years of relevant working experience in banking industry or investment business serving high net worth customers

Sound knowledge of wide range of banking and investment products

Excellent selling, relationship building and interpersonal skills

Strong self-initiative and able to work under pressure

Professional licensing qualifications on HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent

Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)

This position is an in-scope position under the Mandatory Reference Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.

Please note that only shortlisted candidates will be notified.