Private Banker – External Asset Manager (EAM) Channel

Location: Hong Kong / Dubai / Singapore

Report to: Head of EAM & Private Banking

Level: VP / Director

Job Overview

We are hiring an established Private Banker focused on the External Asset Manager (EAM) channel. You will leverage your existing HNW/UHNW and EAM network to migrate minimum USD 100 million AUM onto our custody & wealth platform, while nurturing long-term EAM partnerships and delivering full-spectrum private banking advisory. We offer an uncapped, high-performance commission structure with payout rates up to 50% on eligible revenue streams.

Key Responsibilities

AUM Migration & EAM Channel Growth

• Transfer a minimum of USD 100 million existing client AUM across EAM and direct HNW relationships onto our banking platform within agreed ramp-up timeline.

• Source, onboard and retain independent EAMs, multi-family offices and independent wealth advisors in Hong Kong & Greater China.

• Design tailored custody, execution, financing and reporting packages for EAM discretionary portfolios to drive recurring fee income.

• Hit monthly/quarterly AUM inflow, trading volume and revenue KPIs via new EAM partner acquisition and deepening wallet share of existing counterparts.

HNW/UHNW Wealth Advisory

• Provide holistic wealth planning for high-net-worth clients referred by your EAM network, covering asset allocation, Lombard lending, FX, trust & succession planning, alternatives and structured investments.

• Run regular portfolio reviews, risk profiling and rebalancing exercises for both end clients and their appointed EAMs.

Third-Party Coordination & Operations

• Act as the main liaison between EAM portfolio managers, internal trading, credit, back-office and compliance teams to ensure seamless trade execution, settlement and consolidated reporting.

• Manage full KYC/AML onboarding for EAM counterparties and underlying HNW clients, fully complying with SFC Type 4 / 9 and HKMA regulations.

Business Development & Reporting

• Host EAM roundtables, client seminars and market update sessions to expand your referral pipeline.

• Maintain complete CRM audit trails and submit periodic growth reports tracking migrated AUM, new EAM sign-ups and commission-eligible revenue.

Requirements

Track Record & Network

• 5–8+ years front-office private banking / EAM channel experience in Hong Kong.

• Proven existing book of HNW clients and established EAM relationships, with ability to migrate minimum USD 100M AUM to our platform.

• History of hitting AUM and revenue growth targets at private bank or custodian institutions.

Regulatory & Technical Knowledge

• Hold or able to obtain SFC Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses.

• Deep understanding of tripartite EAM-custodian-client operating model, multi-asset portfolios, Lombard financing and offshore wealth structuring.

Language & Soft Skills

• Fluent English + native Mandarin; conversational Cantonese preferred.

• Strong negotiation, presentation and stakeholder management skills to engage EAM founders and UHNW family principals.

• Self-driven entrepreneurial mindset with focus on revenue generation to maximise high commission earnings.

Preferred Qualifications

• CFA / CISI / Private Wealth Management professional qualifications.

• Prior experience at international private banks with dedicated EAM channel teams.

• Existing USD 100M+ transferable custodian AUM book ready for platform migration.