Role Summary

We are seeking an experienced Relationship Manager at Director level to lead and grow a Greater China HNW/UHNW client book booked from a major international private bank's Hong Kong private banking franchise. This role offers genuine relationship ownership, full autonomy, and access to specialist support for serious wealth managers.

Company Overview

The hiring organisation is a major international private bank with an established Hong Kong private banking franchise serving high-net-worth and ultra-high-net-worth clients. The franchise operates to institutional KYC/AML standards, strict suitability requirements, and cross-border conduct protocols, backed by a comprehensive product platform and specialist wealth management capabilities typical of a scaled Asia private banking operation.

Location & Work Mode

This position is based in Hong Kong and focuses on serving Greater China clients, including entrepreneurs, business owners, and families with wealth linked to Mainland China, Hong Kong, and Taiwan.

Key Responsibilities

1. Establish end-to-end ownership of Greater China HNW/UHNW relationships: acquire new clients, conduct compliant onboarding, deepen existing relationships, and ensure retention.
2. Drive AUM growth through new client acquisition and share-of-wallet expansion whilst building a portable franchise over time.
3. Lead KYC/AML processes and onboarding to institutional standards; maintain ongoing due diligence and suitability documentation.
4. Coordinate investment, credit facilities (including Lombard and share-backed lending), foreign exchange, and wealth planning solutions with internal specialists.
5. Conduct regular portfolio and relationship reviews to ensure recommendations remain suitable, well-documented, and commercially competitive.
6. Navigate cross-border regulatory and booking considerations relevant to Greater China clients served from Hong Kong.
7. Build referral networks and deliver high-touch service aligned with UHNW expectations whilst safeguarding franchise reputation.

Required Qualifications

Substantial experience as a Relationship Manager or similar role managing HNW/UHNW client relationships; proven track record in private banking or wealth management; deep understanding of cross-border wealth structures and Greater China markets; strong knowledge of KYC/AML and regulatory compliance in Hong Kong and cross-border contexts.

Skills & Competencies

Exceptional client relationship management and business development skills; ability to coordinate complex, multi-disciplinary solutions; strong communication and interpersonal abilities; financial acumen and understanding of investment, credit, and wealth planning products; cultural awareness and sensitivity to cross-border and regional nuances; demonstrated capability to grow and manage a portable client franchise.