As a Relationship Manager / Private Banker, you will:
Acquire & Manage: Onboard High Net Worth (HNW) and Ultra-HNW clients, while deepening existing relationships.
Holistic Wealth Planning: Understand clients’ financial goals, risk appetite, and life circumstances to deliver bespoke wealth solutions.
Investment Advisory: Provide tailored investment advice aligned with clients’ risk profiles and the firm’s house views across funds, equities, structured products, margin financing, and insurance.
Financial Mapping: Analyze key parameters including asset allocation, investment horizon, liquidity needs, and risk tolerance.
Portfolio Customisation: Allocate client capital across multiple asset classes via the firm’s extensive custodian bank network.
Proactive Monitoring: Issue timely buy/sell/hold recommendations based on client preferences and market conditions.
KYC & Compliance: Serve as the first line of defense, driving robust KYC due diligence and ensuring full compliance with HK regulatory requirements.
About You
Education: Degree holder in Business Administration, Finance, or related disciplines.
Experience: Minimum 5 years in Private Banking or Wealth Management with proven client relationship skills.
Product Knowledge: Solid understanding of funds, equities, margin financing, insurance, and structured products.
Languages: Fluent in English, Cantonese, and Mandarin (spoken & written).
Mindset: Self-motivated, determined, and passionate about delivering exceptional private client service.
Interpersonal Skills: Excellent communication, presentation, and relationship-building abilities.
Open to: Candidates currently working in Private Banks, other EAMs, or Multi-Family Offices.
Tags for this job:
Industry
Human Resources Management
Job Function
Banking & Financial Services>Financial Services
Banking & Financial Services>Investment
Banking & Financial Services>Others
Sales, CS & Business Development>Customer Service
Sales, CS & Business Development>Financial Services Sales
Location
Salary
HK$ -
Employment Type
Full Time
Benefits
About the Opportunity:
DNA Corporate Partners is proud to partner exclusively with a fast-growing Multi-Family Office / External Asset Manager (EAM) in Hong Kong. With ~US $3 billion in AUM and a 6-years track record of success, the EAM is now entering a rapid expansion phase. 30 top-tier A-grade players have already joined from leading private banks, successfully converting their HNW books into this independent, high-performance platform. Due to this momentum, we are seeking multiple Relationship Managers / Private Bankers to join the team.
Why Join This EAM / Multi-Family Office?
True Open Architecture: Collaborate with multiple custodian banks, giving your clients broad investment choice and flexibility—not a single proprietary product shelf.
High Payout, High Earning: Industry-leading commission structure designed for bankers who want to maximise their income.
Exceptional Support: Dedicated back-end resources including compliance officers, traders, and administrative assistants—so you can focus on clients.
Proven Model: 30+ bankers have already transitioned successfully, bringing their clients into a more agile, client-first environment.
Comprehensive Family Office Services: Offer much more than traditional banks, including trust services, refinancing, taxation planning, legacy planning, and other holistic wealth solutions.
Rapid Growth: Join at a pivotal moment as the firm scales aggressively in Hong Kong.
