Skip to main content

This job has expired

You will need to login before you can apply for a job.

Chinese Private Bank - Relationship Manager

Hong Kong, Hong Kong
Closing date
Mar 2, 2024

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Relationship Manager, Private Banker, Chinese, Private Bank

Your new company

Our client is a newly set up Chinese private bank who is looking for a Relationship Manager to join their growing team in Private Banking department.

Your new role

  • Develop and manage a portfolio of HNW/UHNW clients
  • Identify investment opportunities and provide investment advice for HNW clients
  • Develop investment strategies, conduct investment portfolio analysis and performance monitoring
  • Perform regular client portfolio review and make recommendations for portfolio re-allocation

What you'll need to succeed

  • 3- 5 years of experience in Relationship Management, preferable with connections in HNW clients
  • Degree holder in Finance or related disciplines, CFA or CFP preferred
  • Pass in HKSI licensing examination
  • Good communication in sound knowledge in investment products

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to, or call Cherry Ho at +852 2230 7493 for a confidential discussion now.

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert