Relationship Manager – Private Banking

Our client is a leading, well-established financial institution with a strong international presence. They are seeking an experienced Relationship Manager to join their Private Banking division, delivering world-class wealth management solutions to high-net-worth (HNW) clients. This is a unique opportunity to build trusted relationships, drive portfolio growth, and shape the financial futures of distinguished clients.

Key Responsibilities

• Provide tailored private banking and wealth management services to HNW individuals, aligning with their investment goals and risk appetite.
• Enhance client portfolios by offering diverse, innovative solutions across an international private banking platform.
• Build, strengthen, and maintain long-term client relationships, ensuring exceptional service and trust.
• Formulate and execute sales and marketing strategies to achieve business targets across wealth management and group products.
• Conduct investment portfolio analysis and deliver strategic reallocation recommendations.
• Collaborate closely with internal teams to ensure portfolio viability and alignment with client objectives.

Requirements

• Degree holder or equivalent qualification (Finance, Business, Economics preferred).
• Minimum 5 years of experience in wealth management serving HNW clients, ideally within private banking.
• Strong knowledge of KYC, account documentation, and wealth management products.
• Proven track record in sales, relationship building, and client servicing.
• Mature, independent, and business-oriented, with the ability to thrive under pressure.
• Excellent communication skills in English, Cantonese, and Mandarin.
• Immediate availability or short notice period will be an advantage.