Save Job Back to Search Job Description Summary Similar JobsStrong platform with a well-established Private Banking franchiseClear progression path with structured mentorship and training supportAbout Our ClientA prestigious international private bank with a strong presence in Asia, known for its robust investment platform and focus on delivering holistic wealth management solutions to HNW/UHNW clientsJob DescriptionKey ResponsibilitiesSupport senior RMs in managing HNW/UHNW client relationships and day-to-day account servicingAssist in preparing client proposals, portfolio reviews, and investment recommendationsWork closely with internal stakeholders (investment counsellors, product specialists, compliance) to deliver holistic wealth solutionsIdentify business opportunities within existing client portfolios and support asset growth initiativesEnsure all client interactions and documentation comply with internal policies and regulatory requirementsParticipate in client meetings and gradually build own client relationships over timeThe Successful ApplicantRequirementsAt least 3 years of experience in Private Banking / Wealth Management (e.g. ARM, Junior RM, Investment Advisor)Strong knowledge of investment products (e.g. equities, fixed income, funds, structured products)SFC Type 1 & 4 licenses preferredStrong interpersonal and communication skills, with a client-centric mindsetProactive, detail-oriented, and eager to grow within Private BankingFluent in English and Chinese (Cantonese/ Mandarin)What's on OfferAttractive bonus structure.Opportunity to work within a large organization in the financial services industry.Professional development and career growth opportunities.ContactJane ThamQuote job refJN-042026-7004282Phone number+852 2848 4798Job summaryFunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerWhat is your area of specialisation?Financial ServicesLocationHong KongJob Type:PermanentConsultant nameJane ThamConsultant phone+852 2848 4798Job ReferenceJN-042026-7004282