Junior Private Banker

Michael Page Hong Kong
Full time Permanent On-site Competitive

About the job

  • Strong platform with a well-established Private Banking franchise
  • Clear progression path with structured mentorship and training support
About Our Client

A prestigious international private bank with a strong presence in Asia, known for its robust investment platform and focus on delivering holistic wealth management solutions to HNW/UHNW clients

Job Description

Key Responsibilities
  • Support senior RMs in managing HNW/UHNW client relationships and day-to-day account servicing
  • Assist in preparing client proposals, portfolio reviews, and investment recommendations
  • Work closely with internal stakeholders (investment counsellors, product specialists, compliance) to deliver holistic wealth solutions
  • Identify business opportunities within existing client portfolios and support asset growth initiatives
  • Ensure all client interactions and documentation comply with internal policies and regulatory requirements
  • Participate in client meetings and gradually build own client relationships over time
The Successful Applicant

Requirements
  • At least 3 years of experience in Private Banking / Wealth Management (e.g. ARM, Junior RM, Investment Advisor)
  • Strong knowledge of investment products (e.g. equities, fixed income, funds, structured products)
  • SFC Type 1 & 4 licenses preferred
  • Strong interpersonal and communication skills, with a client-centric mindset
  • Proactive, detail-oriented, and eager to grow within Private Banking
  • Fluent in English and Chinese (Cantonese/ Mandarin)
What's on Offer
  • Attractive bonus structure.
  • Opportunity to work within a large organization in the financial services industry.
  • Professional development and career growth opportunities.