Senior Private Wealth Relationship Manager

BDO Unibank; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

BDO HK seeks Senior Relationship Managers or Relationship Managers for its Private Bank to manage high-net-worth clients holistically. You will interface with clients daily, supported by an Associate RM, focusing on sales, service, and administration, while delivering wealth management solutions.

The ideal candidate has 2–5 years of private banking experience, solid knowledge of markets and investment products, and HKMA/SFC Type 1 license along with CPWP certification.

Qualifications

• Bachelor's degree required with 2–5 years of experience in Private Banking.
• Understanding of financial markets, investment products and wealth management principles.
• Experience serving high-net-worth individuals and building long-term relationships.

Responsibilities

• Interface with clients daily to understand needs and provide wealth management solutions.
• Provide ongoing financial guidance and recommend investment products.
• Collaborate with internal teams to deliver comprehensive financial solutions.

Skills

Relationship management

Sales skills

Client profiling

Communication skills

Analytical thinking

Team collaboration

Education

Bachelor's degree

Job description

BDO HK seeks Senior Relationship Managers or Relationship Managers for its Private Bank to manage high-net-worth clients holistically. You will interface with clients daily, supported by an Associate RM, focusing on sales, service, and administration, while delivering wealth management solutions.

The ideal candidate has 2–5 years of private banking experience, solid knowledge of markets and investment products, and HKMA/SFC Type 1 license along with CPWP certification.