Relationship Manager -Wealth Management

Ping An Digital Bank; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Ping An Digital Bank seeks an experienced Premium Investment Advisor to guide retail and high-net-worth clients, crafting bespoke strategies aligned with objectives, risk tolerance, and strategic asset allocation across traditional and alternative investments.

Travel to Mainland as required to conduct joint client calls with Investment Consultants, deepen relationships, and articulate investment views directly to customers.

Qualifications

• Minimum 3+ years in a relationship manager role within Retail Bank, Private Bank, or wealth management.
• Deep familiarity with HK and Mainland Chinese clients and regulatory landscape.
• Strong knowledge of multi-asset investment strategies including alternatives.

Responsibilities

• Act as a trusted investment advisor for retail and HNW clients with bespoke strategies.
• Travel to Mainland for joint client calls and relationship development.
• Ensure advisory activities and trades comply with regulatory requirements and internal frameworks.

Skills

Relationship management

Multi-asset investment

Client engagement

Regulatory compliance

Education

Finance/Economics degree

CFA/CFP preferred

Job description

• Premium Investment Advisory: Serve as a trusted investment advisor to retail and HNW clients, formulating bespoke investment strategies that align with their objectives, risk tolerance, and strategic asset allocation.
• Client Engagement & Travel: Regularly travel to the Mainland (as required and compliant with regulations) to conduct joint client calls with Investment Consultant, build rapport, deepen relationships, and articulate the firm’s investment views directly to customers.
• Multi-Asset Expertise: Deliver comprehensive advice and solutions across traditional asset classes (equities, fixed income, FX) as well as sophisticated alternative investments (e.g., alternative funds, private equity, hedge funds, structured products, and managed solutions).
• All-rounded Banking/Wealth Services: Provide professional advice on full banking and wealth solutions to meet customers’ financial and family needs, including investment, insurance, FX, deposits and other banking services.
• Suitability & Governance: Drive strong investment governance, ensuring all advisory activities, solutions, and trade executions adhere strictly to regulatory requirements (e.g., SFC Code of Conduct) and internal suitability frameworks.

Qualifications & Requirements:

• Professional Experience: Minimum 3+ years of robust experience in an relationship manager role within Retail Bank, Private Bank, or comparable wealth management institution, with a proven track record of managing substantial client and AUM portfolios.
• Market Focus: Demonstrated success and deep familiarity with serving HK and Mainland Chinese clients, understanding their cultural context, regulatory landscape, and investment preferences.
• Product Knowledge: Strong, in-depth knowledge of multi-asset investment strategies, including expertise in traditional asset classes and significant exposure to and understanding of alternative investment solutions.
• Qualifications: A recognized university degree in Finance, Economics, Business Administration, or a related field. Professional designations such as CFA and/or CFP are highly preferred.
• Licensing: Must possess or be able to immediately obtain the necessary local regulatory licenses (e.g., SFC Type 1 and Type 4 licenses) to carry out regulated activities.
• Communication: Exceptional interpersonal, presentation, and communication skills. Fluency in Mandarin is essential.
• Mindset: Strong analytical and strategic thinking skills, a collaborative team player, and a high level of customer-centricity and professional integrity.

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