High-Net-Worth(HNW) Relationship Manager

Taipei Fubon Commercial Bank Co., Ltd. • Full Time • Tsim Sha Tsui, Hong Kong, HK • 2d ago

Responsibilities:

Client Acquisition & Growth: Proactively develop the market and strategically build a high-net-worth client base through effective business development and channel management.
Revenue Generation: Strive to meet and exceed assigned sales revenue and asset-under-management (AUM) targets.
Holistic Advisory: Provide comprehensive wealth management advice covering financial investment, estate planning (trusts), insurance, portfolio management, and tax advisory services.
Compliance & Risk Management: Adhere strictly to all internal policies and procedures, ensuring full compliance with all external regulatory requirements.

Requirements:

Experience: Minimum of 5 years of experience in the private wealth management business or a related field, preferably serving high-net-worth (HNW) clients.
Education: Bachelor's degree or above in a financial-related discipline from a recognized institution.
Knowledge: Sound knowledge of a broad range of financial investment and wealth structuring products.
Licenses/Qualifications (HK Specific):
- Holder of HKSI Licensing Examination (LE) Papers 1, 7, & 8.
- Holder of Insurance Authority (IA) IIQE Papers I & III.
- Advantage: ECF-PWM (Enhanced Competency Framework for Private Wealth Management) or ECF-RWM (Retail Wealth Management) qualification is an added advantage.
Language Skills: Proficient in written and spoken English and Chinese (fluency in Mandarin is a must for effective client communication).
Availability: short notice is highly preferred.

This is an in-scope position under the Mandatory Reference Checking (MRC) Scheme. For details, please refer to the corresponding website:

https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2

Application Process:

Interested applicants are invited to send their full resume in MS WORD format, including:

Date of availability
Current and expected salary

Note: Failure to provide the required information will result in the Bank being unable to process your employment application.

Confidentiality Statement:

All information received will be used for recruitment purposes only.

Similar Jobs

Insurance Business Relationship Manager ( IANG/ TTPS 高才/ QMAS優才 are welcome)

Ele Bank Limited • Full Time • Tsim Sha Tsui, Hong Kong, HK • 20h ago

Insurance Full Time

Digital Bank Key Responsibilities Team Leadership & Performance Management Lead and manage a team of 3–4 junior sales to achieve sales targets for assigned insurance products (long-term insurance). Provide coaching,...

20h ago

Apply

Senior Officer / Assistant Manager, Risk Analyst

Ele Bank Limited • Full Time • Tsim Sha Tsui, Hong Kong, HK • 1d ago

Insurance Full Time

Digital Bank Credit analysis CPA or CFA preferred Key Responsibilities: Conduct thorough analysis of clients’ financial statements, cash flow projections, and credit reports to evaluate creditworthiness. Assess risk fact...

1d ago

Apply

Relationship Manager (Wealth Management) - Corporate Banking

O-Bank Co., Ltd. • Full Time • Tsim Sha Tsui, Hong Kong, HK • 5d ago

Insurance Full Time Sales Executive Wealth Management

Stable and friendly working environment Competitive package and extra leave types offered Work-life balance Requirements: Holder of IA license & SFC Type 1 and 4 license (or passing relevant tests); Minimum 2 years o...

5d ago

Apply

Insurance Specialist

Bank SinoPac • Full Time • Tsim Sha Tsui, Hong Kong, HK • 6d ago

Insurance Full Time

Location: Tsim Sha Tsui Join Bank SinoPac’s Wealth Management Product Team to drive insurance governance, strategic broker partnerships, and frontline sales enablement. Job Responsibilities: Product Governance & Life...

6d ago

Apply

Wealth Management Internship/ Trainee 財富管理見習生 (Welcome Fresh Graduates & IANG Visa holders)

AIA - CL Passion • Full Time • Tsim Sha Tsui, Hong Kong, HK • 1w ago

Insurance Full Time

Internship Flexible Working hours, WFH available Competitive Salary Job Highlights ✧ Welcome Fresh Graduates & IANG ✧ Excellent career path to management level ✧ Attractive salary package Job Description Formulate...

1w ago

Apply

財富管理及保障經理

Wang Ming Consultant • Full Time • Tsim Sha Tsui, Hong Kong, HK • HK$ 25,000 - HK$ 50,000 / month • 2w ago

Insurance Full Time

基本每月津貼1萬5千至5萬港幣，100%首年佣金，總花紅高達年收入的225% 可快達1年晉升資深分區經理，享有下線發展佣金團隊醫療保險計劃，度身訂制銷售系統 Job Responsibilities 見客為客戶制定理財方案客戶關係管理 Job Requirements...

2w ago

Apply

未來精英領袖實習計劃

Wang Ming Consultant • Full Time • Tsim Sha Tsui, Hong Kong, HK • HK$ 2,000 - HK$ 15,000 / month • 2w ago

Insurance Full Time

迎新獎賞 $2,000 實踐獎賞 $3,000 + 100%首年佣金收入 + 年終獎金人才推薦獎賞 $5,000 Job Responsibilities 認識及學習財務策劃概念認識及學習MBTI 認識及學習溝通技巧擴闊人際網絡 Job Requirements 在讀香港大專院校學生應屆畢業...

2w ago

Apply

Wealth Management Internship/ Trainee 財富管理見習生 (Welcome Fresh Graduates & IANG Visa holders)

AIA - CL Passion • Full Time • Tsim Sha Tsui, Hong Kong, HK • 4h ago

Others (General Work, Labour etc.) Full Time Management Trainee Wealth Management

4h ago

Apply

Wealth Management Internship/ Trainee 財富管理見習生 (Welcome Fresh Graduates & IANG Visa holders)

AIA - CL Passion • Full Time • Tsim Sha Tsui, Hong Kong, HK • 4h ago

Others (General Work, Labour etc.) Full Time Management Trainee Wealth Management

4h ago

Apply

SENIOR LEASING OFFICER / LEASING OFFICER (RETAIL)

Harbour City Estates Limited • Full Time • Tsim Sha Tsui, Hong Kong, HK • 20h ago

Public Relations / Marketing / Media Full Time

At least 3 years' solid exp. in retail leasing To liaise with real estate agents To analyse market trends & prepare leasing report Responsibilities: To handle the marketing and leasing matters of high class RETAIL pr...

20h ago

Apply