Private Banker (Hong Kong Team)
Core
Serve the world's wealthiest individuals and families by providing customized financial services to protect and grow their wealth.
Role type
Senior Private Banker (Ultra-High Net Worth)
Builds
Long-term client relationships and tailored wealth management solutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship selling, strategic financial advice, risk management, product expertise, regulatory compliance, team leadership
Preferred skills
Enhanced Competency Framework (ECF) or Certified Banker (CB) certification, experience leading client teams
Technologies
N/A
Responsibilities
Identify and convert prospects into clients, anticipate client life/business events with financial implications, develop tailored investment and financing solutions, manage client expectations and risk tolerance, build multi-generational family relationships, ensure regulatory compliance and operational controls, mentor team members, close deals while aligning with firm interests.
Seniority
Senior, hands-on IC with leadership responsibilities