Job Openings Senior Relationship Manager, Private Banking

About the job Senior Relationship Manager, Private Banking

Senior Relationship Management, Private Banking

A reputable China-based Bank with strong channels in cross-border business is looking for a high-calibre Relationship Manager in Private Banking.


  • Provide private banking & professional wealth management and investment services to Greater China HNW individual clients (insurance, bonds, funds, equities, etc.) based on their investment needs and objectives;
  • Build and maintain business relationships with the portfolio of private banking / wealth management customers;
  • § Develop and manage a portfolio of private banking clients
  • § Perform investment portfolio analysis and fulfil clients’ investment needs by providing professional wealth management advice
  • § Initiate and implement strategies to promote a full range of banking and investment products through a proactive and professional approach in achieving the business sales targets of the bank


  • Degree holder with at least 5 years relationship management in private banking business
  • Passed in LE 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) is a must
  • Holder of PWMA or CFPCM qualifications will be an advantage
  • Sound knowledge towards investment market and private banking products;
  • Good understanding of private banking operations and policies;
  • Excellent connection in private banking market;
  • Sales and customer-oriented with good communication skills;
  • Proficient in both spoken and written Chinese, English and Mandarin;
  • Title & package will be commensurate with previous experience and salary
  • Candidate with less experience will be considered as Relationship Manager

Interested parties please send your resume in word format with current & expected salary and notice period to For details, please feel free to contact Dickson at 5428 7949.