Junior Private Banker

Company : Michael Page

Job Description - Junior Private Banker

Strong platform with a well-established Private Banking franchise
Clear progression path with structured mentorship and training support

About Our Client

A prestigious international private bank with a strong presence in Asia, known for its robust investment platform and focus on delivering holistic wealth management solutions to HNW/UHNW clients

Job Description

Key Responsibilities

Support senior RMs in managing HNW/UHNW client relationships and day-to-day account servicing
Assist in preparing client proposals, portfolio reviews, and investment recommendations
Work closely with internal stakeholders (investment counsellors, product specialists, compliance) to deliver holistic wealth solutions
Identify business opportunities within existing client portfolios and support asset growth initiatives
Ensure all client interactions and documentation comply with internal policies and regulatory requirements
Participate in client meetings and gradually build own client relationships over time

The Successful Applicant

Requirements

At least 3 years of experience in Private Banking / Wealth Management (e.g. ARM, Junior RM, Investment Advisor)
Strong knowledge of investment products (e.g. equities, fixed income, funds, structured products)
SFC Type 1 & 4 licenses preferred
Strong interpersonal and communication skills, with a client-centric mindset
Proactive, detail-oriented, and eager to grow within Private Banking
Fluent in English and Chinese (Cantonese/ Mandarin)

What's on Offer

Attractive bonus structure.
Opportunity to work within a large organization in the financial services industry.
Professional development and career growth opportunities.

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Junior Private Banker

Job Description - Junior Private Banker

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