
Relationship Manager, Bank (Semi-Private/HNW Clients)
PeopleSearch Hong Kong
Relationship Manager, Bank (Semi-Private/HNW Clients)
PeopleSearch Hong Kong
A
Key Responsibilities:
- Build and develop long-term relationships with HNW clients
- Evaluate the financial service needs of current and new HNW clients, covering both I&I products and tailor-made services
- Provide customized financial products and services, including investments, insurance, and other financial products to address clients' needs
- Ensure strict compliance with regulations and contribute to the Bank's anti-money laundering (AML) efforts
- Collaborate with key stakeholders (e.g. various sales channels including but not limited to commercial, global market banking departments, etc.) to maintain a robust sales pipeline and achieve performance targets
Requirements:
- University degree or equivalent, with qualifications inIIQE / HKSI
- Experiences in retail banking products & services including I&I products
- Candidates with less experiences will be considered for Junior Relationship Managers
- Native or professional-level fluency in Cantonese is required, alongside proficiency in English and Mandarin.
- legal right to work in Hong Kong
- Candidates with less experiences will be considered for junior relationship managers
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