about the company.
Our client is a highly respected, rapidly expanding top teir internation bank with a strong footprint in Hong Kong. Known for their premier client service and comprehensive product suite, they provide a stable and prestigious platform for financial professionals to thrive. They commit to long-term career development and offer an outstanding transition program for premier bankers.
about the team.
You will join a dynamic, collaborative, and highly supportive Private Wealth Management team under their Privte Banking segment. Unlike aggressive, cold-acquisition environments, this division prides itself on a structured internal referral network and strong synergy across retail and corporate business units. The team values professional integrity, regulatory compliance, and a collective focus on client retention.
about the job.
- Manage, retain, and deepen relationships with an assigned portfolio of existing High-Net-Worth (HNW) clients.
- Serve as the primary point of contact, ensuring premium client service, prompt query resolution, and high client satisfaction.
- Actively coordinate and execute end-to-end account opening and onboarding procedures, ensuring a seamless experience for referred clients.
- Receive, follow up on, and convert warm client leads routed from internal business units and branch networks.
- Identify opportunities to cross-sell a wide range of wealth management products, including investment funds, bonds, structured products, and insurance, to meet clients' asset allocation needs.
- Maximize the value of the existing portfolio through proactive, regular portfolio reviews.
- Conduct robust Know-Your-Customer (KYC), Anti-Money Laundering (AML), and Customer Due Diligence (CDD) reviews for account openings and periodic renewals.
- Ensure all transactions, client communications, and advisory activities strictly adhere to internal bank policies and HKMA/SFC regulatory requirements.
skills & experience required.
- Minimum 5 years of experience in relationship management within Premier Banking, Wealth Management, or Retail Banking.
- Bachelor’s degree in Business, Finance, or a related discipline.
- Mandatory: Active SFC Type 1 (Dealing in Securities) and SFC Type 4 (Advising on Securities) licenses.
- CPWP (Certified Private Wealth Professional) qualification is highly advantageous but not mandatory at the start.
- Deep familiarity with wealth management products, including Mutual Funds, FX, Bonds, Structured Products, and Insurance.
- Strong compliance mindset, with solid experience in KYC, CDD, and client onboarding procedures.
- Excellent communication skills with the ability to confidently engage with HNW clients.
- Language proficiency: Fluency in Mandarin and English is essential to handle regional and cross-border client bases (Cantonese is highly preferred).
