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Pwm Relationship Manager (Farmer Role 70k Max)

Hong Kong, Hong Kong · Job Posted May 31, 2026
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Job Description

Are you a high-performing RM looking to transition into a pure-play Private Wealth environment without the pressure of cold hunting? Our client is a globally recognised Top-Tier Banking institution, now offering a rare 'Farmer' mandate with a max HK$70k basic salary and competitive bonus. You will inherit and manage a sophisticated portfolio of existing HNW cross-border clients, focusing on relationship deepening and holistic wealth solutions.

Job Responsibility

  • Manage and deepen a pre-assigned portfolio of HNW clients (account opening 1 million USD up), focusing on retention and Net New Money (NNM) from existing connections
  • Handle account opening and maintain relationships with client refered by mainaland
  • Act as the primary point of contact for Mainland China and cross-border clients, providing expert advice on offshore wealth structures
  • Execute holistic financial planning, including investment, insurance, and legacy solutions, tailored to the client's risk profile
  • Collaborate with product specialists to deliver bespoke market insights and portfolio rebalancing strategies
  • Ensure all activities comply with HKMA and SFC regulatory standards and internal 'Know Your Customer' (KYC) policies

Requirements

  • Minimum 5 years of experience as a Relationship Manager within Private Wealth Management (PWM) or High-End Retail/Premier Banking in Hong Kong
  • Proven track record of managing a portfolio of cross-border clients with hands-on experience in offshore needs
  • Fluent in Mandarin and Cantonese is essential due to the specific client demographic
  • Valid SFC Type 1 and 4 licenses are mandatory

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