About the role
- Strong platform with a well-established Private Banking franchise
- Clear progression path with structured mentorship and training support
About Our Client
A 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 clients
Job Description
Key Responsibilities
- Support senior RMs in managing HNW/UHNW client relationships and day-to-day account servicing
- Assist in preparing client proposals, portfolio reviews, and investment recommendations
- Work closely with internal stakeholders (investment counsellors, product specialists, compliance) to deliver holistic wealth solutions
- Identify business opportunities within existing client portfolios and support asset growth initiatives
- Ensure all client interactions and documentation comply with internal policies and regulatory requirements
- Participate in client meetings and gradually build own client relationships over time
The Successful Applicant
Requirements
- At 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 preferred
- Strong interpersonal and communication skills, with a client-centric mindset
- Proactive, detail-oriented, and eager to grow within Private Banking
- Fluent in English and Chinese (Cantonese/ Mandarin)
What's on Offer
- Attractive bonus structure.
- Opportunity to work within a large organization in the financial services industry.
- Professional development and career growth opportunities.
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Questions, answered
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