Private Banker - Taiwan Market Coverage (Junior to Senior)

Your new role

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  Manage and grow a portfolio of high-net-worth (HNW) clients in the Taiwan market; candidates with an existing client book are preferred. For junior or commercial banking profiles, a starter client portfolio may be provided.
  
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  Deliver tailored wealth management solutions across investments, insurance, and lending products to meet clients' financial objectives.
  
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  Drive client acquisition through proactive networking, referrals, and business development initiatives.
  
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  Partner closely with internal product specialists (investment, insurance, and credit) to provide comprehensive and holistic solutions.
  
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  Adhere to all regulatory requirements and internal policies while maintaining a high standard of client service and relationship management.
  

What you'll need to succeed

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  Min. 7 years of experience in private banking / wealth management, open to junior to senior profiles.
  
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  Proven track record in client acquisition and AUM growth; client book is highly preferred.
  
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  Strong knowledge of wealth management products, including investment and insurance solutions.
  
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  Familiarity with Taiwan market and client segment; ability to build and maintain client relationships.
  
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  Fluency in Mandarin and English; Cantonese is a plus. Relevant licences (e.g., HKSI, IA) preferred or willingness to obtain.
  

What you need to do now
If you're interested in this role or would like to consult about other professional career opportunities within the investment and wealth management industry, please send your CV to [email protected] or contact me at 2230 7451.