Client acquisition manager - private banking

On behalf of an international commercial and investment bank we are seeking an experienced business development professional who has a demonstrable track record of identifying and on-boarding UHNW and HNW clients. Salary: HKD 65,000 – 85,000 per month depending upon experience + bonus and benefits What this role requires: Excellent understanding of the private banking / wealth management industry in Hong Kong and China. Demonstrable track record of acquiring new clients. NB – if you come from ot

Madison Pearl - Hong Kong - Full time

Salary: HK$750k - HK$1m

On behalf of an international commercial and investment bank we are seeking an experienced business development professional who has a demonstrable track record of identifying and on-boarding UHNW and HNW clients.

Salary: HKD 65,000 – 85,000 per month depending upon experience + bonus and benefits

What this role requires:

  • Excellent understanding of the private banking / wealth management industry in Hong Kong and China.
  • Demonstrable track record of acquiring new clients.

NB – if you come from other areas of financial services but have the requisite client base / contact list we would still be happy to speak.

Role:

  • Develop and implement strategies to attract and acquire new HNIs/ UHNI clients.
  • Actively source leads through personal, professional networks, high-profile events, external partnerships with Tax Consultants, Accounting firms, Lawyers, Corporate Service Providers, IFAs, EAMs and other market referrals.
  • Serve as the primary contact for prospective clients throughout the acquisition and onboarding process.
  • Work closely with head office to facilitate on-boarding and marketing etc.

Requirements:

  • 7+ years in private banking, wealth management, or similar
  • Extensive contact base across U/HNW clients\
  • Bachelors degree, or higher, in finance, business or related area
  • Deep understanding of Hong Kongs regulatory environment and rules.
  • Fluency in both English and Mandarin is required with Cantonese and/or other regional languages beneficial.
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