Relationship Manager

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

Reporting to the Branch Manager, you will be responsible for delivering exceptional service to high net worth individuals and families, meeting their wealth management needs and exceeding sales targets.

Key Responsibilities:

  • Meet and exceed sales targets assigned
  • Work to understand customers' financial needs for selling and cross-selling banking products
  • Acquire new high net worth customers through proactive sales acquisition efforts
  • Grow existing portfolio through deepening of customer relationships and increasing share of wallet
  • Provide professional service in selling of wealth management products by adhering to sales process guidelines
  • Provide excellent service quality to high net worth customers and maintain disciplined customer contacts
  • Work with product specialists to provide services to high net worth customers
  • Conduct operational procedures in a compliant manner by following the Bank's policy and procedures

Requirements:

  • Degree holder
  • Minimum 2 years' experience in selling wealth management products to high net worth customers
  • Professional licensing qualifications per local regulatory bodies' requirement
  • Comprehensive products knowledge on portfolio management and financial markets
  • Sound compliance knowledge related to investment products sales
  • Excellent interpersonal and communication skills
  • Good command of both written and spoken English and Chinese

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A Career with ExcellenceHang Seng Bank is committed to delivering exceptional service and performance. Our team members are our most valuable asset, and we strive to create a dynamic working environment that fosters growth and development.About the RoleWe are seeking a high-calibre Relationship Manager to join our Prestige Client team. As a key member of our...

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job OpportunityHang Seng Bank Limited is committed to delivering exceptional service to its customers. As a Relationship Manager, you will play a vital role in building and maintaining strong relationships with corporate clients, providing tailored financial solutions to meet their needs.Key ResponsibilitiesManage a portfolio of corporate banking customers,...

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi is seeking a skilled Relationship Manager to join our team in Hong Kong. As a key member of our Citi Global Wealth team, you will be responsible for managing relationships with high net worth clients, providing personalized financial solutions, and driving business growth. Key Responsibilities: * Manage a portfolio of high net worth clients, providing...

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time

    Job Title: Relationship ManagerChina CITIC Bank International Limited is seeking a skilled Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for developing and maintaining client relationships in accordance with the bank's policies and procedures.Key Responsibilities:Develop and maintain client...

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Hong Leong Bank Berhad, Hong Kong Branch Full time

    Unlock Your Potential as a Relationship ManagerAre you a sales-driven professional looking to excel in a dynamic environment? Do you have a passion for building strong client relationships and driving business growth? We are seeking a talented Relationship Manager to join our team at Hong Leong Bank Berhad, Hong Kong Branch.Key Responsibilities:Develop and...

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time

    Job DescriptionAs a Relationship Manager at China CITIC Bank International Limited, you will play a key role in developing and maintaining client relationships in accordance with the bank's policies and procedures.Key ResponsibilitiesDevelop and maintain strong relationships with high net worth individual customers in accordance with the bank's policies and...

  • Relationship Manager

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng BankHang Seng is committed to delivering exceptional service excellence. Our people are our most valuable asset, playing a vital role in enhancing our performance for customers and providing best-in-class products and services.Customer Contact CentreHang Seng's Customer Contact Centre has been consistently ranked as one of the best...

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Snaphunt Full time

    The OpportunityWe are seeking a highly motivated and results-driven Relationship Manager to join our team at Snaphunt. As a key member of our sales team, you will be responsible for developing and managing relationships with potential and existing clients, influencers, and key stakeholders in the assigned region.The RoleResponsibilities include:Prospecting...

  • Relationship Manager

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our team at China CITIC Bank International Limited. As a key member of our private banking team, you will be responsible for building and maintaining strong relationships with high net worth individual customers, providing them with tailored financial solutions and...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Key Responsibilities:As a Director, Relationship Management, you will be responsible for identifying business opportunities and customer needs, participating in the preparation and development of annual business plans and budgets, and assisting the Head of Retail Business/CEO in formulating and implementing market-aligned business directions.Key...

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng BankHang Seng Bank is committed to delivering exceptional service excellence. Our people are our most valuable asset, and we strive to create a dynamic working environment that fosters growth and development. We offer a range of benefits, including competitive compensation packages and opportunities for career advancement.Commercial...


  • Hong Kong, Central and Western District, Hong Kong SAR China Talent Axis Full time

    Job Title: Team Head, Relationship ManagementAbout the Role:Talent Axis is seeking a highly skilled and experienced Team Head, Relationship Management to lead our client engagement efforts. As a key member of our team, you will be responsible for developing and executing strategies to build and maintain strong relationships with our clients.Key...

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

    As a key member of our team at Dah Sing Bank, you will play a vital role in driving business growth and customer acquisition. Your primary responsibility will be to identify and pursue new business opportunities, building strong relationships with existing and potential customers to increase sales and revenue.Key Responsibilities:Meet and exceed sales...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Unlock Your Potential as a Premier Relationship ManagerAre you a motivated and results-driven professional looking to take your career to the next level? Do you have a passion for delivering exceptional customer experiences and building long-term relationships? If so, we invite you to explore this exciting opportunity as a Premier Relationship Manager at...


  • Hong Kong, Central and Western District, Hong Kong SAR China United Overseas Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Relationship Manager to join our team at United Overseas Bank. As a key member of our Wholesale Bank function, you will be responsible for building and maintaining strong relationships with clients in the Bank and Non-Bank Financial Institutions sector.Key ResponsibilitiesAssist relationship managers in...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ping An of China Securities (Hong Kong) Company Limited 中國平安証券(香港)有限公司 Full time

    Job Title: Senior Relationship Manager/Team Lead/AEAt Ping An of China Securities (Hong Kong) Company Limited, we are seeking a highly skilled and experienced Senior Relationship Manager/Team Lead/AE to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and building strong relationships with...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Unlock Your Potential as a Mortgage Relationship ManagerHang Seng Bank Limited is committed to delivering exceptional service and excellence in all aspects of our business. We are seeking a high-calibre professional to join our team as a Mortgage Relationship Manager, responsible for growing our mortgage lending business through strategic partnerships and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bloomberg Full time

    The Role:Bloomberg is seeking a skilled Content Relationship Manager to join our Data team. As a key member of our Content Acquisition team, you will be responsible for managing relationships with our data content partners in South Korea to acquire and manage over-the-counter (OTC) fixed income, FX, and derivatives pricing data.You will work closely with...


  • Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full time

    Job Title: Relationship Manager, Transaction Banking, Deutsche Bank About the Role: We are seeking a highly skilled and experienced Relationship Manager to join our Transaction Banking team at Deutsche Bank. As a key member of our team, you will be responsible for managing a portfolio of clients and providing them with exceptional service and support. Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada, Hong Kong Branch Full time

    Job OpportunityAs a Relationship Manager at Royal Bank of Canada, Hong Kong Branch, you will be responsible for building and maintaining long-term client relationships by leveraging your existing professional network.Key ResponsibilitiesProvide personalized investment advice and solutions to clients, ensuring compliance with relevant regulations and sales...