RM - Wealth Management

Responsibilities

1. Manage and develop relationships with HNW/UHNW clients and provide wealth management solutions.
2. Acquire new clients and grow AUM, deposits, and revenue.
3. Recommend investment products including FX, bonds, funds, insurance, structured products, and lending solutions.
4. Conduct portfolio reviews and provide tailored financial advice based on clients’ needs and risk profiles.
5. Ensure compliance with KYC, AML, FATCA/CRS, and internal policies.
6. Work closely with internal teams to deliver quality client service and handle daily banking transactions.

Requirements

1. Degree holder in Business, Finance, Economics, or related disciplines.
2. 3–8 years’ experience in Wealth Management, Private Banking, or Retail Banking.
3. Strong track record in client acquisition and revenue generation.
4. Good knowledge of wealth management products and regulatory requirements.
5. Strong communication, interpersonal, and relationship management skills.
6. Sales-driven, self-motivated, and able to work under pressure.
7. HKSI Paper 1, 7, 8 and IIQE qualifications preferred.
8. Good command of English, Cantonese, and Mandarin.