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Private Banker

  • Location

    Hong Kong

  • Sector:

    Financial Services and Banking

  • Job type:


  • Contact:

    Natalie LU

  • Contact email:

  • Salary high:


  • Salary low:


  • Published:

    about 1 month ago

  • Expiry date:



  • Building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.
  • Providing advice and investment solutions according to relevant legal and compliance requirements and sales efficiency standards and client profiling needs.
  • Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.
  • Ensure and abide by the relevant KYC, Due Diligence, AML and Cross border activities and compliance to policies, procedures and regulatory requirements.
  • Follow and adhere to the bank’s code of ethics and the Cross Border regulations.
  • Assist in other ad-hoc projects and client related matters.


  • Minimum 5 years’ professional experience successfully advising High Net Worth Clients
  • Proven track record in acquisition success and extensive product and investment knowledge
  • Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
  • Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework
  • Strong client acquisition, retention and business development skills
  • Relevant qualifications to fulfil Hong Kong and Singapore regulatory requirements
  • Experience in Canada or US sales related role
  • Strong language skills in English and Chinese