Relationship Manager

Job title: Relationship Manager
Contract type: Permanent
Reference: SK-190125-1
Contact details: Satoko Kubota
Contact email:
Job published: January 29, 2019 10:00

Relationship Manager - Retail Banking


We are looking for a high caliber RM for our client, a wealth management company.


  • Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business

  • Bring in new clients, responsible for HNW individual accounts

  • Deepen client relationships and improve income generation through focused business development activities

  • Provide professional wealth management solutions to customers and understand customers’ financial needs

  • Ensure the selling processes are in compliance with the Bank’s and regulator’s policies and guidelines.


  • Degree holder or above, possess recognized licenses (IIQE & HKSI)

  • Minimum of 4 years’ experience in handling investment portfolio of affluent customers

  • Strong sales and customer service orientation, with self-motivation and ability to work under pressure

  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

  • Well-planned, strong analytical skills and solid track record in developing relationships with customers

  • Familiar with banking operations and related policies, legal and regulatory requirements

  • Proficiency in both English and Cantonese, fluency in Putonghua is an advantage

Salary offer is subject to relevant working experience and qualification.

Interested candidates, please send your updated CV to and