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Open nowFirst seen 5 days ago

Relationship Manager / Assistant Relationship Manager, Private Bank

King Deux Search & Consulting348 open roles

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Your applicationOpen nowRelationship Manager / Assistant Relationship Manager, Private BankKing Deux Search & Consulting

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  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.

Follow us at https://www.careers-page.com/kingdeux for updates on the exceptional clients we represent. Stay up-to-date on industry news and get your career consultation scheduled at kingdeux.com

About Your Company

On behalf of our client, a prestigious global private banking institution, we are seeking high-caliber wealth management professionals to join their expanding team in Hong Kong. This dual-level opening (Relationship Manager / Assistant Relationship Manager) is designed for proactive advisors who possess a strong track record of managing High-Net-Worth (HNW) or Ultra-High-Net-Worth (UHNW) client portfolios across the Asia-Pacific region.

About your role

For Relationship Manager (RM):

  • Portfolio Growth: Formulate and execute strategic asset allocation strategies to acquire, develop, and retain HNW/UHNW client portfolios.
  • Advisory Excellence: Deliver a comprehensive suite of private banking solutions, including discretionary portfolios, structured products, alternative investments, Lombard lending, and succession planning.
  • Compliance & Risk: Ensure full compliance with all external regulatory mandates (e.g., HKMA, SFC) and internal corporate governance frameworks.

For Assistant Relationship Manager (ARM):

  • Client Servicing
  • RM Collaboration: Support Senior RMs in preparing premium investment proposals, market performance analytics, and KYC/onboarding documentation.
  • Account Maintenance: Manage account opening lifecycles, account reviews, and client lifecycle documentation with meticulous attention to detail.

What you will need to succeed

  • Educational Background: Bachelor’s degree in Finance, Business Administration, Accounting, or a related discipline.
  • Professional Licensing: Fully qualified with SFC Type 1 & 4 registrations (HKSI Paper 1, 7, 8 or equivalent). Certified Private Wealth Professional (CPWP) status is a strong advantage.

Experience Profiles:

  • Relationship Manager: Minimum 6 years of direct private banking or premium retail wealth management experience with a proven, portable book of business.
  • Assistant Relationship Manager: Minimum 4 -10 years of experience supporting private bankers or handling trade execution for affluent private clients.
  • Technical Knowledge: Deep understanding of multi-asset portfolio construction, options, global structured products, and credit/lending solutions.
  • Language Skills: Exceptional communication skills in English and Cantonese. Fluency in Mandarin is highly desirable for managing Mainland China market spaces.

How to Apply

Interested parties, please send your CV directly to [email protected] or apply directly.

Please note that only shortlisted applicants will be contacted.

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