Relationship Manager (RM / Senior RM), Private Wealth, Hong Kong

Malayan Banking Berhad ('Maybank'); Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Malayan Banking Berhad ('Maybank') in Hong Kong seeks a Relationship Manager / Senior RM for Private Wealth. You will acquire and grow a HNW/UHNW client base, deliver tailored wealth solutions, and collaborate with investment consultants to meet evolving financial objectives.

The role emphasizes cross-border activity, regulatory compliance, and high standards of client service across HK, Greater China and regional markets. Fluency in English, Cantonese and Mandarin is required.

Qualifications

• Bachelor degree or above in Finance, Economics, Business Administration or related disciplines.
• 5+ years in private wealth RM or 8+ years for SRM handling HNW/UHNW clients and portfolios.
• CPWP/CFA/CFP/ECF-RWM certifications preferred.
• Strong knowledge of wealth management products including investments, FX, structured products, discretionary portfolio management, lending.
• Proven ability to acquire, manage and grow HNW/UHNW relationships.
• Fluent in English, Cantonese and Mandarin.

Responsibilities

• Acquire, manage and grow a portfolio of HNW/UHNW clients with tailored wealth solutions.
• Drive AUM, revenue and profitability by identifying clients' needs and offering appropriate solutions.
• Develop new business opportunities via personal networks, referrals and partnerships.
• Deepen client relationships through regular reviews and proactive engagement.
• Collaborate with Investment Consultants and product specialists to deliver comprehensive solutions.
• Maintain strong relationships with internal units and external intermediaries to boost client experience.
• Ensure activities comply with policies, risk management standards and regulatory requirements.

Skills

Relationship management

Business development

Client acquisition

Cross-border experience

Regulatory compliance

KYC/AML knowledge

English, Cantonese, Mandarin

Education

Bachelor's degree in Finance / Economics / Business

Job description

Relationship Manager (RM / Senior RM), Private Wealth, Hong Kong

Acquire, manage and grow a portfolio of High Net Worth and Ultra High Net Worth clients through effective relationship management and the delivery of tailored wealth management solutions.

Drive growth in Assets Under Management, revenue and profitability by identifying clients' investment, wealth preservation, financing and wealth planning needs and providing appropriate solutions.

Develop new business opportunities and expand the Private Banking customer base through personal networks, referrals, business introducers and strategic partnerships.

Deepen existing client relationships through regular portfolio reviews, proactive engagement and timely identification of clients' evolving financial objectives and wealth management needs.

Collaborate closely with Investment Consultants, product specialists and internal business partners to deliver comprehensive financial and wealth management solutions to clients.

Establish and maintain strong working relationships with internal business units and external professional intermediaries to enhance client acquisition, referral opportunities and overall client experience.

Ensure all client acquisition, onboarding, advisory and relationship management activities are conducted in accordance with the Bank's policies, procedures, risk management standards and applicable regulatory requirements.

Maintain the highest standards of professional conduct, compliance and client service to safeguard the Bank's reputation, promote client retention and support sustainable business growth.

Requirements

Bachelor degree graduate or above in in Finance, Economics, Business Administration or related disciplines

5 years or above relevant experience for RM in private wealth / private banking and 8 years or above of relevant experience for SRM in handling High Net Worth (HNW) / Ultra High Net Worth (UHNW) Customers and portfolios

With CPWP/CFA/CFP/ ECF-RWM certification is preferred

Strong knowledge of wealth management products including investments, foreign exchange, structured products, discretionary portfolio management, insurance and lending solutions.

Proven ability to acquire, manage and grow relationships with HNW and UHNW clients.

Strong understanding of financial markets, asset allocation, portfolio construction and investment advisory principles.

Demonstrated business development and networking skills with the ability to source new clients through personal networks, referrals and business introducers.

Sound knowledge of regulatory requirements applicable to Private Banking, including KYC, AML/CFT, suitability, client due diligence and cross-border business activities.

Ability to identify clients' wealth planning, succession planning and financing needs and formulate appropriate wealth management solutions.

Strong commercial acumen with a proven track record of achieving AUM, revenue, net new money and client acquisition targets.

Excellent stakeholder management skills with the ability to work effectively with Investment Consultants, Product Specialists, Risk, Compliance and Operations teams.

Strong communication, negotiation and presentation skills in dealing with sophisticated clients and external professional intermediaries.

Proficiency in English, Cantonese and Mandarin, with the ability to engage clients across Hong Kong, Greater China and regional markets.

Holder of relevant professional qualifications and regulatory licenses, including HKSI Licensing Examination Papers and SFC Type 1 and Type 4 registrations

(Personal data provided in the employment applications will be treated in strict confidential and used in strict confidence and used only for recruitment purpose. For unsuccessful Candidates, the Personal data will be kept for a period of no longer than 2 years, starting from the date we notify the potential candidates of the outcome of the most recent applications)

Humanising Financial Services has always been in our DNA. It is our mission to embed it in everything we do, from the initiatives to uplift communities close to our hearts to the continuous innovation of financial solutions that are simple, intuitive, and centered around the human experience, within the region and beyond. Above all, we understand our responsibility in ensuring that no one gets left behind.

Humanising Financial Services has always been in our DNA. It is our mission to embed it in everything we do, from the initiatives to uplift communities close to our hearts to the continuous innovation of financial solutions that are simple, intuitive, and centered around the human experience, within the region and beyond. Above all, we understand our responsibility in ensuring that no one gets left behind.

What can I earn as a Relationship Manager