About the role
AI summarisedThis is an AVP-level Relationship Manager role in Private Banking at a major bank, focusing on the Greater China market. The role involves managing and growing a portfolio of high-net-worth clients, providing wealth management solutions, and ensuring compliance with regulatory standards.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of high-net-worth clients in the Greater China market
- Provide tailored wealth management solutions including investment advisory, credit, and estate planning
- Acquire new-to-bank clients through referrals and networking
- Cross-sell banking products and services to deepen client relationships
- Ensure compliance with internal policies and regulatory requirements (AML/KYC)
- Monitor client portfolios and provide regular performance reviews
- Collaborate with product specialists to deliver integrated solutions
Requirements
- Minimum 8 years of experience in private banking or wealth management
- Strong track record in client acquisition and portfolio management
- In-depth knowledge of investment products, credit, and trust services
- Excellent communication and interpersonal skills
- Fluent in Mandarin and English; Cantonese is a plus
- Degree in Business, Finance, Economics or related field
- CFA or CACS certification preferred
- Strong understanding of Greater China market dynamics
- Ability to work in a fast-paced, target-driven environment
- Proven ability to build and maintain client relationships