Are you a high-performing RM looking to transition into a pure-play Private Wealth environment without the pressure of cold hunting? Our client is a globally recognised Top-Tier Banking institution, now offering a rare "Farmer" mandate with a max HK$70k basic salary and competitive bonus. You will inherit and manage a sophisticated portfolio of existing HNW cross-border clients, focusing on relationship deepening and holistic wealth solutions.about the company.
about the job.
Manage and deepen a pre-assigned portfolio of HNW clients (account opening 1 million USD up), focusing on retention and Net New Money (NNM) from existing connections.
- Handle account opening and maintain relationships with client refered by mainaland
Act as the primary point of contact for Mainland China and cross-border clients, providing expert advice on offshore wealth structures.
Execute holistic financial planning, including investment, insurance, and legacy solutions, tailored to the client's risk profile.
Collaborate with product specialists to deliver bespoke market insights and portfolio rebalancing strategies.
Ensure all activities comply with HKMA and SFC regulatory standards and internal "Know Your Customer" (KYC) policies.
skills & experience required.
Minimum 5 years of experience as a Relationship Manager within Private Wealth Management (PWM) or High-End Retail/Premier Banking in Hong Kong.
Proven track record of managing a portfolio of cross-border clients with hands-on experience in offshore needs.
Fluent in Mandarin and Cantonese is essential due to the specific client demographic.
Valid SFC Type 1 and 4 licenses are mandatory.
If you are interested in this role, please click 'Apply Now' or send your CV directly to pearl.chu@randstad.com.hk.
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