Private Wealth Management Asia, Relationship Manager, Greater China Team

Private Wealth Management (PWM) Asia

Private Wealth Management (PWM) Asia provides highly customized financial advice, investment solutions, and brokerage services to individuals, families and foundations with USD$35 million or more total net worth. Within PWM, Investment Representatives (private bankers) develop and manage relationships with Ultra High Net Worth and High Net Worth investors, identify investment opportunities, and execute investment strategies.

Key Responsibilities

• Understand client needs (individual, family, business) and develop long‑term client relationships.
• Keep updated with client profiles, investment objectives and risk appetite.
• Advise and develop investment strategies that aim to meet clients’ objectives, needs as well as risk profiles.
• Contribute to sales and marketing, prospecting and new product development initiatives.
• Achieve individual performance objectives, from client book...