Senior Private Banking Relationship Director

HSBC Holdings plc; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Hang Seng Bank is seeking an Associate Director of Relationship Management in Private Banking. You will build close relationships with ultra high-net-worth clients, provide professional investment advice, and deliver premium service to support profitability.

The role requires strong English/Chinese communication, portfolio insight, and cross-functional collaboration. The position emphasizes credentialed licensing, market knowledge, and a client-centric approach in a dynamic private banking

Qualifications

• University degree or equivalent; CFP/CFA recommended.
• Passes HKSI and IIQE licensing examinations.
• Proven banking experience with investment products and client advisory skills.

Responsibilities

• Develop and manage a portfolio of ultra HNW private banking clients.
• Provide investment advice and premium service; execute client orders.
• Perform portfolio analysis; monitor performance; recommend re-allocations.
• Manage credit quality and loan exposure; collaborate with internal teams.
• Build referrals and cross-sell across departments.

Skills

Relationship management

Portfolio analysis

Investment products

Credit quality

Sales orientation

Communication

Agile

Customer-centric

Education

University degree

CFP or CFA

HKSI / IIQE licenses

Tools

English & Chinese

Job description

Hang Seng Bank is seeking an Associate Director of Relationship Management in Private Banking. You will build close relationships with ultra high-net-worth clients, provide professional investment advice, and deliver premium service to support profitability.

The role requires strong English/Chinese communication, portfolio insight, and cross-functional collaboration. The position emphasizes credentialed licensing, market knowledge, and a client-centric approach in a dynamic private banking