Relationship Manager

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

Job description
A Career with Hang Seng Bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-caliber talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Retail Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are currently seeking high caliber professionals to join our department as Prestige Private Relationship Manager.

Principal responsibilities

  • Provide professional financial planning services to high-net-worth / top-tier Prestige private customers
  • Provide personalized and all-rounded wealth management service for this segment of customers to build and maintain good relationships
  • Promote holistic wealth management service for optimizing new business opportunities
  • Assist the team head in providing coaching to Relationship Managers
  • Manage operational risk and observe the relevant policies / guidelines and compliance requirements
Requirements
  • University degree in a related discipline OR professional qualifications such as CFA, CFP or CFMP is preferred
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of five years' experience in selling investment, insurance and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Be curious and with passion to think deeply and rationally
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management



  • Hong Kong, Central and Western District, Hong Kong SAR China XL CATLIN Full time

    Job Description: Client Relationship LeaderThe ideal candidate will have a deep understanding of the client's business, industry trends, and risks they face. They will be responsible for building strong relationships with clients, identifying growth opportunities, and delivering value to their customers.Key Responsibilities:Nurture Long-Term Relationships:...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gravitas Recruitment Group Full time

    We are excited to announce that we are hiring for multiple relationship management roles in the personal and private banking front office across various banks. If you are passionate about building client relationships and delivering exceptional service, we invite you to explore these opportunities. Join us in shaping the future of banking by applying your...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...


  • Hong Kong, Central and Western District, Hong Kong SAR China ICE Full time

    Job DescriptionJob Purpose The Relationship Manager (RM) is focused on ensuring that clients are getting value from IDS' proposition. It is important that the RM clearly understands the respective clients' use case(s) and ensures that services are set up to meet their client's requirement(s). In order to effectively achieve this, the RM needs to develop...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Well Link Financial Group Full time

    Relationship Manager - Partnership Business Development 2 weeks ago Be among the first 25 applicants Direct message the job poster from Well Link Financial Group Human Resource @ Well Link Financial Group | HR, Recruiting Key Responsibilities: Build and maintain strong relationships with existing and prospective clients, including local and MCV customers,...


  • Hong Kong, Central and Western District, Hong Kong SAR China CIMB Bank Berhad Full time

    To cope with our business growth, we are currently seeking a high calibre professional to join us as Relationship Manager in Financial Institutions Department. Job ResponsibilitiesDevelop business relationship with Banks and Non-Bank Financial Institutions, and manage the client portfolio to maximize the revenue growth Conduct KYC and AML review to ensure...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Responsibilities Champion the one-stop personal banking services at branches Explore and develop long-term banking relationships with customers Identify existing and prospective customers' needs of financial services, including both products & services Appropriately map and provide relevant and suitable financial products & services to meet existing and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Axis Communications Full time

    Business Relationship Manager wanted at Axis Communications! As a Business Relationship Manager, you will be responsible for developing and maintaining relationships with key accounts and authorized partners within the designated region.Your Key ResponsibilitiesDrive sales growth and development by establishing and maintaining relationships with key accounts...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing...


  • Hong Kong, Central and Western District, Hong Kong SAR China Kindred Agency Limited Full time

    At Kindred Agency Limited, we are a dynamic digital agency with a growing portfolio of high-profile clients across the APAC region. We are seeking an experienced Customer Relationship Manager to join our team and help drive business growth.The successful candidate will have exceptional interpersonal skills, a proven track record in client relationship...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing...


  • Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Full time

    As a seasoned professional in the payment and financial services industry, you will have the opportunity to cultivate and nurture existing client relationships, drive revenue growth, and ensure long-term customer satisfaction.About ConnectedGroupWe are a multinational corporation seeking a dedicated and experienced individual to join our team. In this role,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Public Bank (Hong Kong) Limited Full time

    Responsibilities: Provide professional financial solutions Provide total financial solutions to customers Conduct credit analyses Cultivate long-term relationships with customers Research and prepare credit proposals Perform various marketing and operation support Provide quality financial and customer services Minimum Requirements: University graduate in...


  • Hong Kong, Central and Western District, Hong Kong SAR China ITPro2 Limited Full time

    Relationship Manager for CXOsWe're looking for an exceptional Relationship Manager for CXOs at ITPro2 Limited. This is a fantastic opportunity to join a dynamic team and make a meaningful impact on our business.The successful candidate will have excellent communication skills, be able to work effectively in a fast-paced environment, and possess a strong...


  • Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Job OverviewDBS Bank (Hong Kong) Limited is seeking a skilled Strategic Relationship Manager to join our Corporate Banking team. The successful candidate will be responsible for managing the bank's relationships with high-profile corporate clients, focusing on credit risk management and portfolio optimization.About UsCORPORATE AND INVESTMENT BANKINGOur...


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    Responsibilities:Assist Relationship Manager to manage key partner relationship to achieve business targets Explore new business opportunities in order of company strategy Building tight relationship with HNW clients to complete team AUM and revenue target Work closely with IA and product team and provide investment portfolio analysis and advices to the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Swiss Privilege Full time

    To help my clients achieve their financial goalsRole DescriptionThis is a full-time on-site role located in Hong Kong SAR for a Wealth Relationship Manager. This role will be responsible for building and maintaining client relationships, understanding client needs, providing financial advice, and promoting financial products and services.Seniority LevelEntry...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bela Offices Full time

    Bela Offices offers tailored workspace solutions to meet unique business needs. Our dedicated team supports business growth and scaling challenges by crafting workspaces that reflect individual brands.Role OverviewThis full-time on-site role is for a Client Service Executive in Hong Kong SAR. The executive will manage client relations, ensure customer...