Relationship Manager

Job Title: Relationship Manager
Contract Type: Permanent
Location: Hong Kong
Reference: KC190819-1
Contact Name: Kenneth Cheung
Contact Email:
Job Published: August 20, 2019 11:57

Job Description

Relationship Manager (Banking and Finance Department)

Our client, a wealth management company, is looking for Relationship Manager to join their Banking and Finance Department.



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

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

  • Manage the total wealth of existing clients and provide professional wealth management solutions to clients and understand client’s financial needs

  • Ensure the selling processes are following the Bank’s and regulator’s policies and guidelines.

  • Bring in new clients, responsible for HNW individual accounts



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

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

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

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

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

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

  • Mature and independent mindset

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



Interested candidates, please send your updated CV to and