Back to search

Client Solutions & Business Management - Private Banking

Hong Kong Permanent HK$35,000 - HK$40,000 per month (HK$420,000 - HK$480,000 per year) View Job Description
The successful candidate will work closely with Relationship Managers, Wealth Planning, Credit, Finance, IT and first-line control functions, with exposure across Hong Kong and Singapore and other regional markets.
  • Top-tier Private Bank
  • Friendly Working Culture

About Our Client

Our client is a leading international private banking and asset management group, owned by the Princely Family of Liechtenstein, serving high-net-worth individuals, families and institutional clients globally.

Job Description

Key Responsibilities

  • Support the External Asset Manager (EAM) / Introducer business, covering prospect clearance, onboarding, business approvals, annual reviews and ongoing RM/EAM enquiries.
  • Drive consistent EAM and Introducer governance processes across Hong Kong and Singapore.
  • Prepare management information, key risk indicators, business updates and governance materials for senior management and relevant committees.
  • Support the insurance broker referral business, working closely with Wealth Planning teams, external brokers and internal stakeholders.
  • Coordinate broker and policy onboarding/empanelment, referral activities, periodic reviews and related documentation.
  • Support governance and monitoring of third-party service providers and referral arrangements.
  • Advise Relationship Managers on the bank's regional referral framework and coordinate more complex or non-traditional client solutions with relevant internal and external partners.
  • Provide hands-on business support for new RMs, including onboarding, introductory sessions and time-sensitive client/business cases.
  • Participate in regional projects involving new business opportunities, operating models, process enhancements and governance frameworks.

The Successful Applicant



Requirements

  • Bachelor's degree or equivalent professional qualification.
  • 8+ years of relevant experience within Private Banking, Wealth Management or another regulated financial institution.
  • Experience in areas such as Business Management, Client Solutions, EAM/Introducer coverage, KYC/onboarding, governance or first-line business support.
  • Good understanding of Private Banking controls, particularly around client onboarding, referrals, intermediaries, third-party providers, periodic reviews and documentation.
  • Strong stakeholder-management skills with the ability to work effectively with Relationship Managers, senior management, control functions and external counterparties.
  • Strong analytical skills and experience preparing management reports, risk indicators and presentation materials.
  • Commercially minded, hands-on and comfortable managing multiple priorities independently.
  • Excellent written and spoken English; Cantonese and/or Mandarin would be an advantage.

What's on Offer

  • Opportunity to work closely with Private Bankers and senior stakeholders across multiple business functions.
  • Broad exposure covering EAMs, introducers, insurance referrals, third-party partnerships and business enablement.
  • A role combining commercial Private Banking exposure with governance and strategic project responsibilities.
  • Suitable for candidates looking to move beyond a narrow KYC/control function into a broader Private Banking business-management role.
Contact
Jay Tse
Quote job ref
JN-102026-7127275
Phone number
+85234124835

Job summary

Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
What is your area of specialisation?
Financial Services
Location
Hong Kong
Job Type:
Permanent
Consultant name
Jay Tse
Consultant phone
+85234124835
Job Reference
JN-102026-7127275

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.