Junior Private Banker

Company Highlights

• 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

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.