Relationship Management Officer

Relationship Support Officer 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, serviced across 255 branches and automated banking centres, including 50 Prestige Banking Centres for high‑end...

A leading financial services provider in Hong Kong is seeking a Relationship Management Officer who will engage clients, provide tailored financial advice, and collaborate with the wealth management team. The role requires at least one year of experience in client-facing positions and relevant qualifications. An analytical mindset and excellent communication...

Relationship Manager, Wealth Management (Welcome TTPS/ IANG) Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation investment strategic to customers Requirements: Current holder of HKSI Paper 1,7,8...

Responsibilities Developing business plans for active acquisition and management of clients in GBA (including HK). Pitching in-house HNW clients for potential sales opportunities with cross‑over investment/insurance products. Focusing on expansion of business in the GBA market and growth of sales channels. Organizing marketing events, seminars and...

Premier Relationship Manager - Family Office (Mainland China Focus) Position Overview: We are looking for an experienced Premier Relationship Manager to join our Family Office team, focusing on providing exceptional service to high-net-worth clients from Mainland China. This role is vital for managing client relationships and delivering tailored financial...

A leading financial services firm in Hong Kong is seeking a skilled Premier Relationship Manager with experience in the family office sector. The ideal candidate will have a strong background in managing high-net-worth client relationships and delivering tailored financial solutions. Proficiency in Mandarin and a deep understanding of the Mainland China...

A leading bank is looking for a talented individual to take part in the Customer Relationship department. Details Responsibilities Assist the Branch Manager to perform daily operations for personal loan business Responsible for branch marketing & business development to generate quality asset growth Branch credit management & delinquency control Achieve the...

About the role Join our dynamic and fast‑growing financial team! We are inviting high‑performing professionals with strong banking and client service experience to take the next step in their careers. What you'll be doing Proactively manage relationships with a portfolio of high‑net‑worth clients to understand their financial needs and goals. Provide...

Add expected salary to your profile for insights Assist Relationship Manager to market banking products. Prepare credit review application, monitor credit and risk profiles. Handle account opening, drawdown and repayment of loans. Collect credit proposals through different credit sources, analyze financial statements, and prepare credit reports for RM /...

Assistant Relationship Manager, Business Development This role, under the Sales Team, plays a vital part in driving growth in new merchant sales and delivering best‑in‑class customer service to our diverse portfolio of merchants. The ideal candidate will possess strong communication skills, demonstrate independence, and take a proactive approach to...