Relationship Manager Assistant
4 days ago
Relationship Manager Assistant / Associate – High Net Worth Clients Our client, a well‑known Retail Bank in Hong Kong, is now earnestly looking for a Relationship Manager Assistant / Associate to support their high‑net‑worth clients and Relationship Managers. Selected candidates will focus on customer service for high‑net‑worth banking clients, aiming to meet goals and targets with incentives. Primary duties include referring and cross‑selling insurance products and other offerings to support Relationship Managers serving the high‑net‑worth client segment. Responsibilities Introduce, demonstrate and cross‑sell primarily wealth‑management products and services to customers. Enhance and deepen customer relationship through proactive building and selling activities. Penetrate product utilization and cross‑sell mainly on wealth‑management products. Address customer needs through cross‑selling on a need basis and, if necessary, make referrals as appropriate. Achieve predetermined sales goals in view of increased customer demand and competitive market. Provide professional service in selling wealth‑management products while strictly adhering to sales process guidelines. Work with product specialists where appropriate to provide services to VIP customers. Conduct operational procedures in a compliant manner by following the Bank’s policies and procedures. Requirements University degree with 1 year of experience or secondary education with 2 years’ experience in the banking industry; experience in selling insurance products is preferable. IIQE Papers 1, 2 & 3. Candidates with less experience will be considered for the Relationship Officer position. #J-18808-Ljbffr
-
Vice President, Relationship
18 hours ago
Hong Kong Island, Hong Kong SAR China Vice President, Relationship & Resourcing Full timeVice President, Relationship & Resourcing Vice President, Relationship & Resourcing, Human Resources Management Responsibilities Liaise with designated divisions/departments to identify their staffing needs and recruit the right caliber of candidates via appropriate recruitment channels Perform recruitment activities including sourcing, screening,...
-
VP of Talent Relationships
18 hours ago
Hong Kong Island, Hong Kong SAR China Vice President, Relationship & Resourcing Full timeA leading financial institution in Hong Kong is looking for a Vice President, Relationship & Resourcing to oversee HR management and recruitment activities. The role involves liaising with various departments to identify staffing needs, managing recruitment processes, and ensuring compliance with local legislation and internal policies. The ideal candidate...
-
Relationship Manager Assistant
2 weeks ago
Hong Kong Island, Hong Kong SAR China Infinity Asset Management Limited Full timeJob Title: Relationship Manager Assistant Job Descriptions: 1. Assist relationship managers / portfolio managers to handle account opening matters in custodian banks and handle client enquiries 2. Conduct KYC and Source of Wealth to meet regulatory requirements 3. Execute investment orders and monitor the trade status 4. Update and maintain client profiles...
-
Relationship Manager Assistant
4 days ago
Hong Kong Island, Hong Kong SAR China Futu Holdings Limited Full timeWealth Management - Investment Assistant Assist Relationship Manager to manage key partner relationship to achieve business targets Explore new business opportunities in order to company strategy. Build tight relationship with HNW clients to complete team AUM and revenue target Work closely with IA and product team and provide investment portfolio analysis...
-
Assistant Relationship Manager, Private Banking
2 weeks ago
Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - Assistant Relationship Manager, Private Banking F) Job Description Assistant Relationship Manager, Private Banking - ( F ) Business Functions 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...
-
Assistant Relationship Manager
1 week ago
Hong Kong Island, Hong Kong SAR China RBC Full timeJoin to apply for the Assistant Relationship Manager role at RBC. What is the opportunity? As the Assistant Relationship Manager, you will be responsible for supporting Private Bankers in providing administration service to clients, especially of high visibility or complex requirements. Job Description What will you do? Assist in providing updated market...
-
HNW Relationship Manager Assistant
4 days ago
Hong Kong Island, Hong Kong SAR China Futu Holdings Limited Full timeA financial services company is seeking an Investment Assistant in Hong Kong. The role involves managing partner relationships, exploring new business opportunities with high-net-worth clients, and providing investment advice based on client needs. Candidates should possess a bachelor's degree and excellent command of English, Mandarin, and Cantonese. This...
-
Assistant Relationship Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Royal Bank of Canada Full timeJob Summary As the Assistant Relationship Manager, you will be responsible for supporting Private Banker(s) in providing administration service to clients, especially of high visibility or complex requirements. What is the opportunity? As the Assistant Relationship Manager, you will be responsible for supporting Private Banker(s) in providing administration...
-
Hong Kong Island, Hong Kong SAR China Bank of Communications Hong Kong Branch Full timeA major banking institution in Hong Kong seeks an Assistant Relationship Manager to develop and maintain relationships with commercial clients. The role involves providing professional financial solutions specializing in lending and trade financing, alongside credit analysis and proposal preparation. Candidates should hold a relevant degree and possess good...
-
Assistant Manager, Relationship Management
2 weeks ago
Hong Kong Island, Hong Kong SAR China The Hong Kong Institute Of Bankers Full timeReporting to the Senior Manager, Relationship Management, the colleague will assist in building, nurturing, and maintaining strong, long‑term relationships with clients, partners, and stakeholders. He/she will act as the primary point of contact, ensuring client satisfaction, driving engagement, and identifying opportunities for growth and collaboration....
