Wealth Relationship Manager — Multi-Asset Advisory

Ping An Digital Bank; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Ping An Digital Bank is seeking an experienced Premium Investment Advisor to serve as trusted adviser to retail and high-net-worth clients, tailoring bespoke investment strategies to objectives and risk tolerance across multi-asset classes while aligning with governance standards.

You will travel to Mainland as needed, collaborate with Investment Consultants, and ensure regulatory compliance under SFC Code of Conduct, delivering integrated wealth and banking solutions.

Qualifications

• Minimum 3+ years in a relationship manager role within Retail or Private Banking.
• Deep familiarity with HK and Mainland Chinese clients, regulatory landscape.
• Strong knowledge of multi-asset investment strategies and alternatives.
• University degree in Finance/Economics/Business; CFA/CFP preferred.
• Fluent Mandarin; excellent interpersonal and presentation skills.

Responsibilities

• Provide investment advice and bespoke strategies to retail and HNW clients.
• Travel to Mainland for joint client calls with Investment Consultant.
• Deliver multi-asset solutions across equities, fixed income, FX and alternatives.
• Offer full banking and wealth services with regulatory governance compliance.

Skills

Relationship management

Client servicing

Communication skills

Mandarin fluency

Education

Bachelor's degree in Finance, Economics or Business

CFA / CFP preferred

Tools

SFC Type 1 license

SFC Type 4 license

Job description

Ping An Digital Bank is seeking an experienced Premium Investment Advisor to serve as trusted adviser to retail and high-net-worth clients, tailoring bespoke investment strategies to objectives and risk tolerance across multi-asset classes while aligning with governance standards.

You will travel to Mainland as needed, collaborate with Investment Consultants, and ensure regulatory compliance under SFC Code of Conduct, delivering integrated wealth and banking solutions.