Junior Private Banking Relationship Manager

We are looking for a Junior Private Banking Relationship Manager to manage and develop an existing portfolio of high-net-worth clients. This is a portfolio management role, with a focus on servicing and growing existing client relationships.

Key Responsibilities

• Manage and build strong relationships with an existing portfolio of high-net-worth clients.
• Understand clients’ financial needs and provide suitable wealth management solutions.
• Grow and deepen existing client relationships through effective portfolio management.
• Work closely with internal product specialists to provide clients with appropriate investment and wealth management solutions.
• Ensure all client activities are conducted in line with regulatory and internal requirements.

Requirements

• Assistant Relationship Managers (ARM) who are keen to step up into a full-fledged Private Banking RM role are encouraged to apply.
• Priority Banking RMs who are keen to step up into Private Banking are also welcome.
• Experience managing and servicing an existing client portfolio.
• Relevant experience in Private Banking, Wealth Management, Priority Banking or Relationship Management.
• Strong Mandarin communication skills, including the ability to speak and read Mandarin as this hire will be assigned the North Asian portfolio
• CMFAS M5 & M9 / CACS 1 & 2 qualifications is a must have.
• Strong relationship management and client servicing skills.

23C1935 R1105492