Relationship Manager

2 weeks 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-calibre 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 a high caliber professional to join our team as Customer Relationship Manager.

Principal responsibilities

  • Provide financial planning services to high-net-worth customers
  • Provide personalised service for this segment of customers to build and maintain good relationships
  • Promote investment, insurance and banking products for optimising new business opportunities
  • Manage operational risk and observe the relevant policies /guidelines and compliance requirements
Requirements
  • University level education is an advantage OR
  • HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
  • 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 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 two 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 Gough Recruitment Full time

    Main responsibilities:Relationship building with family office professionals, ultra-high net worth individuals, and intermediaries Act as the primary point of contact for all managed clients ...


  • Hong Kong, Central and Western District, Hong Kong SAR China CMB International Capital Corporation Limited Full time

    Main Responsibilities:The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios Acquire High Net-Worth Clients & manage existing relationships. Provide appropriate investment advise...

  • Relationship Manager

    12 hours 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-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 Gravitas Recruitment Group Full time

    Job Summary: We are seeking an experienced Relationship Manager to join a renowned bank, specializing in the Public Sector and Education segments. The successful candidate will leverage their expertise to drive growth and deepen client relationships within universities and public sector organizations. Key Responsibilities: Develop and manage relationships...

  • Relationship Manager

    2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China CMB International Capital Corporation Limited Full time

    Job ResponsibilitiesThe role of the Equity Retail Relationship Manager (RM) is to understand client requirement, ensure superior service and provide regular updates to the client on equity markets on clients' portfolios. Acquire to B2B and B2C Clients & manage existing relationships. Deepen and establish long-term customer relationships by determining...

  • Relationship Manager

    2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China ALL-STAR AGENCY Full time

    Overview This established commercial bank has an additional headcount to hire a Relationship Manager, Commercial Banking for the Wholesale Banking department to drive the growth of the portfolio through new to bank commercial banking relationships. Role ResponsibilitiesDevelop business with new-to-bank commercial banking business; Prepare credit memos,...

  • Relationship Manager

    2 weeks ago


    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...

  • Relationship Manager

    2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China China Construction Bank (Asia) Corporation Limited Full time

    Relationship Manager (NBFI and Public Sector) Unit/Department : Institutional Banking Division Location : Hong Kong Job Posted : 2025/01/23 Job Status : Full Time Main Responsibilities Fulfil team's KPI budgets according to bank's requirement Work together with other team members to achieve business and management targets effectively Solicit new business and...

  • Relationship Manager

    2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    (Assistant / Deputy) Relationship Manager (Commercial Banking)Job No.: 499446Employment Type: Full timeDepartments: Commercial Banking DepartmentJob Functions: Business Development, Customer Services, Relationship ManagementResponsibilities:Serve a designated portfolio of accounts in the Commercial Banking business segmentDevelop the portfolio by prospecting...

  • Relationship Manager

    2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Bloomberg Full time

    At Bloomberg, our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we're responsible for delivering this data, news, and analytics through innovative technology - quickly and accurately. The Role: The Content Acquisition & Business...


  • Hong Kong, Central and Western District, Hong Kong SAR China Talent Pro Recruitment Company Limited Full time

    Build and maintain strong relationships with assigned Chinese background customer portfolio. Promote wealth management products such as investment, insurance and other banking products. Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines. Work closely with Branch Managers, District Managers,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full time

    Be Myjob Company Limited is seeking a talented HNW Relationship Manager to lead our team's efforts in managing ultra-high net worth client portfolios. As a seasoned professional in relationship management, you will be responsible for developing and executing effective strategies to acquire, develop, and retain these valuable relationships.Main...


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

    (Senior) Relationship Manager (Commercial Banking)Job No.: 499444Employment Type: Full timeDepartments: Commercial Banking DepartmentJob Functions: Business Development, Customer Services, Relationship ManagementResponsibilities:Serve a designated portfolio of accounts in the Commercial Banking business segmentDevelop the portfolio by prospecting new...


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

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...


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

    Required knowledge:Report and communicate with clients, with a view to improve to quality and consistency Lead/support the development of new products by preparing concepts and business cases Good knowledge of the investment management industry A track record with investor relationships, capital raising, marketing and product development SFC Type 1,4 and 9...


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

    Role OverviewAs a Client Relationship Manager at DBS Bank (Hong Kong) Limited, you will play a critical role in building and maintaining long-standing relationships with corporate customers. You will be responsible for developing business acumen, commercial intuition, and risk management skills to drive revenue growth and achieve commercial targets.


  • 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 DBS Bank (Hong Kong) Limited Full time

    Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...


  • 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...