Back to jobs

Relationship Manager - Private Wealth Management

Job description


  • Identify, originate, develop and maintain Wealth Management client relationships for clients on an advisory basis
  • Manage existing and new client relationships with the full support management and in line with the professional ethics
  • Good product knowledge and continuous updates
  • Keep learning of global investment market, especially private banking sector
  • Perform client portfolio review on a regular basis


  • Bachelor's Degree in Finance, Business or related discipline
  • At least 5 - 8 years' experience in private bank or wealth management sector
  • Strong interpersonal and communication skills, independent, resourceful, result-oriented
  • Good in English and Chinese

Please contact Lily Tu on + 852 3103 4317 or email: for a confidential discussion.

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer HKD1000 in Apple gift cards for every referred candidate who we place in a role. Terms & Conditions Apply.