Relationship Manager
1 week ago
As a Relationship Manager, you will play a key role in managing the full lifecycle of client relationships — from client acquisition, onboarding and compliance to ongoing client servicing. It is preferable that you also have a solid understanding of virtual assets and associated operational and client service challenges. Key Responsibilities Manage and oversee the full client onboarding lifecycle (account opening, documentation collection, due diligence, etc). Coordinate with internal stakeholders (compliance, legal, operations, etc) to ensure all processes comply with regulatory requirements and internal policy standards. Maintain and update client data records, ensuring accuracy, confidentiality and proper documentation maintenance throughout the client lifecycle. Act as the primary point of contact for clients on operational, onboarding, or general servicing-related queries; ensure timely and professional responses and resolution of client issues. Support periodic client reviews, renewals or refreshes of client documentation (e.g., KYC/AML reviews, compliance updates). Collaborate internally to improve and streamline onboarding and client‑servicing workflows, with attention to both traditional financial instruments and virtual‑asset business lines. Provide support for ad‑hoc operational projects, audits, regulatory requests, or internal initiatives as required. Proactively identify and solicit potential clients (both institutional and retail, depending on firm’s target client base) for the firm’s services, ensuring all solicitation/marketing activities comply with applicable regulations, internal policies and suitability requirements. Build and maintain relationships with prospective clients, conduct basic client profiling and suitability assessment. Identify client needs and provide tailored solutions, including digital asset custody, trading, and portfolio management support. Stay abreast of regulatory developments, market trends, and technological innovations in the virtual asset sector. Required Qualifications & Experience Bachelor’s degree (or above) in Finance, Business, Economics, or a related discipline. Several years (e.g., 5+ years) of relevant experience in client onboarding, client servicing, operations, middle/back office, or relationship management within a securities / brokerage / asset‑management / digital‑asset context. Strong regulatory awareness under the SFC framework with high ethical standards and risk sensitivity. Strong client service orientation: excellent interpersonal, communication, and problem‑solving skills; ability to handle client queries, manage expectations, and build trust. Detail‑oriented, highly organized, able to manage multiple tasks/priorities, and maintain accuracy in documentation and data management. Proactive, self‑motivated and able to take ownership of both onboarding operations and business‑development / client‑acquisition tasks. Ability to work collaboratively across functional teams (operations, compliance, legal, business development). Fluency in English and Mandarin. License holders of SFC type 1, 4, 9 activities are preferred. Seniority level: Mid‑senior level Employment type: Full‑time Location: Hong Kong, Hong Kong SAR #J-18808-Ljbffr
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Partnerships Senior Manager, Southeast Asia
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Hong Kong Island, Hong Kong SAR China Connexe Search Full timeOur client is an international bank. They are currently looking for an experienced Relationship Manager to cover Large Corporates. Responsibilities Develop new client relationship, preferably HK and China listed companies Expand existing relationships and deepen banking relationship Promote corporate banking products including corporate loan, structured...
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Relationship Manager
2 weeks ago
Hong Kong, Hong Kong SAR China Value Search Asia Full timeStrong client acquisition and business development skills Excellent Career Opportunity Our client is a fund management under SFC licensed Type 1, 4 & 9. They are currently looking for a solid relationship manager/ private banker to join their team in Hong Kong. You will be responsible for building and maintaining strong relationships with UHNW and FO clients...
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Relationship Manager
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Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full timeRelationship Manager – Chinese Clients (ARK Hong Kong / Noah Holdings) Location: Hong Kong SAR Employment Type: Full-time, On-site Company Overview ARK Hong Kong operates under Noah Holdings Limited (“Noah”), a leading independent wealth management and asset management group listed on both the Hong Kong Stock Exchange (6686.HK) and the New York Stock...
