Your new company

We are looking for experienced professionals to join the wealth management team (Taiwan Desk) as Relationship Manager. (Welcome Corporate / SME banking RM).

You will manage a portfolio of high-quality international clients, delivering tailored wealth management solutions in collaboration with investment, insurance specialists, and support teams to provide seamless client service.

Your new role
Build and grow long-term client relationships through strong networks and high-quality service.

• Work with product specialists to deliver customized investment and wealth solutions.
• Act as a trusted advisor, providing market insights, portfolio updates, and identifying new opportunities.
• Manage client onboarding, KYC, suitability checks, and coordinate transactions and meetings.
• Ensure compliance with regulatory requirements and internal policies.
• Track client portfolios, AUM, and revenue performance.
• Expand business through client acquisition, cross-selling, and holistic wealth planning.

What you'll need to succeed

• Degree holder with 10+ years of wealth management experience.
• Strong communication and stakeholder management skills.
• Well-organized, with high integrity and risk awareness.
• Team player able to work across functions and with senior stakeholders.
• Fluent in Mandarin, Cantonese, and English.

What you'll get in return

• Experience in private banking, wealth management, or retail banking with client-facing roles.
• Knowledge of regulatory requirements and account management standards.
• Relevant insurance and investment licenses.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.