Relationship Manager, Private Wealth

PeopleSearch Limited; Hong Kong Island; On-site; HKD 357,000 - 580,000; Full time

Job summary

PeopleSearch Limited seeks client relationship professionals to join regional banks in Hong Kong. You will build and deepen relationships with high-net-worth clients to grow Assets Under Management and portfolio revenue.

You will assess client needs, offering tailored wealth solutions across investment and insurance products, while collaborating with Commercial Banking, Treasury, and Global Markets to maximize cross-selling and meet revenue targets.

Qualifications

• University degree required; HKSI (Papers 1, 7, 8) or IIQE (Papers 1, 2, 3, 5) licenses.
• At least 2 years experience in retail or private banking.
• Comprehensive understanding of retail banking, investment, insurance, and structured products.

Responsibilities

• Build, maintain, and deepen long-term relationships with HNW clients to grow AUM and overall portfolio revenue.
• Assess the financial needs of existing and prospective clients, offering customized wealth solutions covering Investment & Insurance products and tailored banking services.
• Partner with internal stakeholders (e.g., Commercial Banking, Treasury, Global Markets) to maximize cross-selling opportunities, build a robust pipeline, and exceed revenue targets.
• Maintain strict adherence to internal bank policies, HKMA regulatory requirements, and AML/KYC standards.

Skills

Relationship management

Retail banking knowledge

Cross-functional collaboration

Regulatory compliance

Education

University degree

HKSI/IIQE licensing

Job description

We're looking for client relationship professionals to work in various regional banks in Hong Kong!

Key Responsibilities:

Portfolio Management & Growth: Build, maintain, and deepen long-term relationships with HNW clients to grow Assets Under Management (AUM) and overall portfolio revenue.

Bespoke Advisory: Assess the financial needs of existing and prospective clients, offering customized wealth solutions covering Investment & Insurance (I&I) products and tailored banking services.

Cross-Functional Collaboration: Partner with internal stakeholders (e.g., Commercial Banking, Treasury, Global Markets) to maximize cross-selling opportunities, build a robust pipeline, and exceed revenue targets.

Risk & Compliance: Maintain strict adherence to internal bank policies, HKMA regulatory requirements, and Anti-Money Laundering (AML) / Know Your Customer (KYC) standards.

Requirements:

Education & Professional Licensing: University degree or equivalent. Must hold active HKSI (Passes in Papers 1, 7, 8 or equivalent) or IIQE (Papers 1, 2, 3, 5) licenses.

Experience: At least 2 years of experience within retail or private banking.

Product Knowledge: Comprehensive understanding of retail banking, investment, insurance, and structured products.

Languages: Native or professional fluency in Cantonese, with strong proficiency in English and Mandarin.

Work Authorization: Must possess valid legal right to work in Hong Kong.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as a Private Wealth Relationship Manager?
• What is your highest level of education?
• Which of the following IIQE qualifications do you hold?
• How would you rate your Cantonese language skills?
• Do you have a Certified AML Specialist (CAMS) Certification?
• Do you have experience in a role which requires relationship management experience?