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Relationship Manager (Farmer), Private Wealth

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Job Description - Relationship Manager (Farmer), Private Wealth

Your new role

  • Manage and grow a portfolio of high-net-worth clients, delivering holistic wealth management solutions across investments, lending, and advisory services.

  • Build long-term client relationships through effective needs analysis, portfolio reviews, and proactive client engagement.

  • Collaborate closely with internal product specialists and support teams to deliver customized investment and wealth solutions.

  • Acquire new clients through referrals, internal leads, and personal network, while maintaining strong client retention.

  • Ensure full compliance with regulatory requirements, internal policies, and risk management standards.


What you'll need to succeed

  • Bachelor's degree or above in Finance, Business, Economics, or a related discipline.

  • Minimum 7 years of total working experience in Relationship Manager roles within Private Banking, Commercial Banking, or Priority Banking.

  • Proven track record in client relationship management, portfolio growth, and investment advisory.

  • Fluency in Cantonese, Mandarin, and English (spoken and written).

  • Stable career history with demonstrated commitment and continuity (no frequent job changes).


What you need to do now
If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to [email protected] or contact me at 2230 7451.
Original job Relationship Manager (Farmer), Private Wealth posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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