Relationship Manager

3 days ago


Hong Kong Island, Hong Kong SAR China Bank of Communications (Hong Kong) Limited Full time

Responsibilities Identify and pursue new client opportunities while providing expert guidance and tailored recommendations to clients on wealth management and other financial matters Assist in the establishment, administration and ongoing operation of family trusts to ensure full compliance with legal and regulatory requirements Act as the main liaison with external auditors, tax advisors, trustees, and lawyers, ensuring smooth communication and cooperation Undertake ad-hoc duties as assigned, responding flexibly to evolving needs and contributing to the overall success of the department Requirements Degree holder or above in Accounting, Finance, or Business/related discipline or equivalent qualifications at HKQF level 5. Minimum 5 years’ solid experience in related fields, demonstrating a strong background in investment management Prior exposure in family office business with hands‑on experience in family trust business development and administration is highly preferred Good communication, interpersonal and relationship management skills Proficiency in both written English and Chinese, fluency in Putonghua and other dialects is an advantage Qualified under SFO for carrying out Regulated Activities Type 1, 4 and qualified as MPF and Insurance Intermediaries is a must. More Job Information Job Function 銀行 · 金融服務 - 一般 · 其他 Employment Term 全職 Education 學士 #J-18808-Ljbffr



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