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Relationship Manager, Bank (Semi-Private/HNW Clients)

PeopleSearch Hong Kong
Posted 1 day ago Permanent HK$50k - HK$75k

Relationship Manager, Bank (Semi-Private/HNW Clients)

PeopleSearch Hong Kong
A
Posted by
Alice Poon
Recruiter

Key Responsibilities:

  1. Build and develop long-term relationships with HNW clients
  2. Evaluate the financial service needs of current and new HNW clients, covering both I&I products and tailor-made services
  3. Provide customized financial products and services, including investments, insurance, and other financial products to address clients' needs
  4. Ensure strict compliance with regulations and contribute to the Bank's anti-money laundering (AML) efforts
  5. 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:

  1. University degree or equivalent, with qualifications inIIQE / HKSI
  2. Experiences in retail banking products & services including I&I products
  3. Candidates with less experiences will be considered for Junior Relationship Managers
  4. Native or professional-level fluency in Cantonese is required, alongside proficiency in English and Mandarin.
  5. legal right to work in Hong Kong
  6. Candidates with less experiences will be considered for junior relationship managers

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