Cross-border Relationship Manager for Retail Banking and Private Wealth

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Gravitas Recruitment Group Full time
About Us

We are a leading recruitment agency with a strong focus on the finance industry.


Job Description

The successful candidate will be responsible for developing and managing relationships with mainland Chinese clients in retail and high-net worth segments. This includes providing comprehensive wealth management solutions, identifying cross-selling opportunities, and offering personalized financial advice tailored to client needs.


Key Responsibilities
  • Develop and manage relationships with mainland Chinese clients in retail and high-net worth segments.
  • Provide comprehensive wealth management solutions to meet clients' diverse needs.
  • Identify and capitalize on cross-selling opportunities to enhance client offerings.
  • Offer expert financial advice tailored to each client's specific requirements.
  • Acquire new clients through internal and external referrals, fostering a culture of growth and development.
  • Maintain high service standards and ensure compliance with regulatory requirements and internal policies.

Requirements
  • A recognized university degree in Finance, Business, Economics, or a related field.
  • A minimum of 1-4 years of experience in retail or private banking, with a focus on Chinese client segments.
  • Fluency in Cantonese, Putonghua, and English is essential for effective communication.
  • Proven knowledge of cross-border financial products and services is crucial for success in this role.
  • Excellent interpersonal skills and a sound understanding of investment, insurance, and banking products are required.
  • Holdings of HKSI or IIQE licenses are highly desirable.

Desired Attributes
  • Self-driven and customer-focused approach to work.
  • Ability to work independently under pressure and deliver results efficiently.
  • Strong ability to build client relationships and establish trust.
  • Good understanding of the Greater Bay Area market and its dynamics.


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