Job Description - VP / Director, FX Advisory, Private Banking
Your new role
Manage and grow a portfolio of high-net-worth clients by delivering holistic wealth management solutions.
Develop and maintain trusted, long-term client relationships through proactive engagement and regular reviews.
Identify client needs across investments, lending, discretionary mandates, and advisory services.
Collaborate closely with internal product specialists to provide tailored solutions.
Ensure full compliance with regulatory requirements, internal policies, and risk management standards.
What you'll need to succeed
Solid experience in private banking, wealth management, or a related financial services role.
Strong understanding of investment products, portfolio construction, and risk profiling.
Proven client-facing skills with the ability to manage and expand HNW/UHNW relationships.
Excellent communication and interpersonal skills with a professional, client-centric mindset.
Proficiency in English, Cantonese, and Mandarin (spoken and written).
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.
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