VP/D - Private Banking Relationship Manager

A leading regional private banking platform is seeking a senior Relationship Manager to cover High-Net-Worth and Ultra-High-Net-Worth clients across the Greater China & North Asia (GCNA) markets. This role focuses on client acquisition, portfolio growth, and delivering comprehensive wealth solutions.

Why This Role

• Manage and grow a portfolio of HNW/UHNW clients in GCNA markets

• Deliver tailored investment solutions across multi-asset classes, including discretionary and advisory mandates

• Partner closely with Product Advisory and Investment teams to provide strategic client advice

• Play a key role in expanding the bank's presence and market share in GCNA

Responsibilities:

• Develop and maintain relationships with HNW/UHNW clients, deepening wallet share

• Identify new business opportunities and drive client acquisition in GCNA markets

• Collaborate with internal teams on product strategy, investment solutions, and portfolio management

• Monitor market trends and competitor activity to inform client strategies

• Ensure all client interactions and investment activities comply with regulatory and internal governance standards

Requirements:

• Proven experience as a private banking RM with GCNA client coverage

• Strong track record in business development and client relationship management

• Solid understanding of investment products, portfolio management, and multi-asset solutions

• Excellent stakeholder management, communication, and advisory skills

• Fluency in English and Mandarin essential additional regional languages advantageous

Ready to Take the Next Step

If your background matches the above, please apply with your updated CV.

For a confidential discussion, contact:

Thomas Cheng (R25126988)