Banking Relationship Manager

1 week ago

Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time
Job Title: Assistant Manager, Customer Services

Reporting to the Team Head, you will be responsible for identifying, originating, and developing client relationships with bankers to understand clients' objectives and to cross-sell products.

Key Responsibilities:
  • Support Team Head and Relationship Managers in achieving business objectives.
  • Maintain effective communication with clients to assess their needs and risk profile, and help deepen their relationship with bankers.
  • Participate in client meetings with Relationship Managers to acquire relationship management techniques and enhance client satisfaction.
  • Contribute to defining target markets, analyzing client needs, and developing marketing and product enhancement strategies.
  • Prepare transaction documentation for credit approvals within internal cut-off times.
  • Assist Relationship Managers in monitoring the progress of investments and portfolio structure, and provide reporting upon request within the timeline.
  • Open accounts, prepare follow-up documentation, and general instructions within the timeline set by Relationship Managers or internal standards.
  • Process credit approvals, investment, and deposit transactions in a timely manner, and act as an intermediary between clients and operations.
  • Provide clients and Relationship Managers with updated market information or on request and within the timeline set by Relationship Managers.
  • Attend client meetings to record minutes and produce meeting summaries for client files and its maintenance.
  • May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instruction.
Requirements:
  • Degree holder.
  • Minimum 4-5 years of banking experience.
  • Experience in servicing high net worth customers is a must.
  • Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent.
  • Good knowledge in financial and banking products.
  • Excellent interpersonal and communication skills.
  • Proactive, eager to learn, and hardworking.
  • Good command of written and spoken English and Chinese.

  • Strategic Relationship Manager

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Australia and New Zealand Banking Group Limited (ANZ) Full time

    About the RoleWe are seeking a highly skilled and experienced Associate Director, Relationship Banker MNC to join our team in Hong Kong. As a key member of our Institutional bank, you will be responsible for relationship managing a portfolio of Multinational Corporations and China Corporate clients, providing a full range of products including Lending,...

  • Senior Relationship Manager, Multinational Corporations

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Australia and New Zealand Banking Group Limited (ANZ) Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our team at Australia and New Zealand Banking Group Limited (ANZ). As a Senior Relationship Manager, you will be responsible for managing a portfolio of multinational corporations and China corporate clients in Hong Kong, providing a full range of products and...

  • Corporate Banking Relationship Manager

    1 week ago

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

    Job SummaryDBS Bank is seeking a skilled Corporate Banking Relationship Manager to join our team. As a key member of our corporate banking team, you will be responsible for building and maintaining relationships with high net worth corporate clients, identifying their needs, and providing tailored banking solutions to meet their requirements.Key...

  • Relationship Manager, Institutional Banking

    1 week ago

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

    Job Title: Relationship Manager, Real Estate, Institutional BankingDBS Bank is seeking a seasoned Relationship Manager to join our Corporate Banking team, focusing on the Real Estate sector. As a key member of our Institutional Banking group, you will be responsible for managing a portfolio of high-profile clients and driving business growth through...

  • SME Banking Relationship Manager

    6 days ago

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

    Job Title: Relationship Manager, SME BankingFusion Bank Limited is seeking a highly motivated and experienced Relationship Manager to join our SME Banking team. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our SME clients, identifying their business needs, and providing tailored solutions to help...

  • Business Banking Relationship Manager

    3 weeks ago

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

    Unlock Your Potential as a Relationship ManagerAt Hang Seng Bank Limited, we are committed to service excellence and seek high-calibre talent to join our team. As a Relationship Manager, you will play a vital role in our efforts to enhance our performance for customers and provide best-in-class products and services.About the RoleWe are currently seeking a...

  • Relationship Manager, Private Banking

    1 month ago

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

    **Job Summary**As a Relationship Manager, Private Banking at Dah Sing Bank, you will be responsible for identifying, originating, and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.**Key Responsibilities:**Originate, develop, and maintain client...

  • Relationship Manager, SME Banking

    3 weeks ago

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

    Job SummaryDBS Bank is seeking a skilled Relationship Manager to join our Corporate and Investment Banking team. As a Relationship Manager, you will be responsible for identifying business opportunities, structuring credit facilities, and providing exceptional customer service.Key ResponsibilitiesIdentify and pursue new business opportunities with existing...

  • Private Bank Relationship Manager

    7 days ago

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

    Job Title: Private Bank Relationship Manager About the Role: As a Private Bank Relationship Manager at Deutsche Bank, you will be responsible for developing and maintaining relationships with high net worth clients, providing them with a holistic client experience and ensuring their financial needs are met. You will work closely with the Investment Manager...

  • Relationship Manager, Private Banking

    1 week ago

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

    Job Title: Relationship Manager, Private BankingReporting to Deputy Regional Head, you will be responsible for identifying, originating and developing client relationships with high net worth individuals or families on an ongoing basis to achieve the business strategies stipulated by the Bank.Key Responsibilities:Originate, develop and maintain client...

  • Business Banking Relationship Manager

    1 week 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.Relationship ManagerCommercial Banking - Business BankingHang Seng's Commercial Banking business provides...

  • SME Banking Relationship Manager

    3 weeks ago

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

    {"Job Title": "SME Banking Relationship Manager", "Job Summary": "Fusion Bank Limited is seeking a highly motivated and experienced SME Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our SME clients, identifying business...

  • Business Banking Relationship Manager

    3 weeks ago

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

    About Hang Seng BankHang Seng Bank is committed to delivering exceptional service and excellence in all aspects of our business. Our team is dedicated to providing best-in-class products and services to our customers, and we are seeking a high-calibre professional to join our Commercial Banking team.Job SummaryWe are currently seeking an experienced...

  • International Banking Relationship Manager

    3 weeks ago

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

    International Banking Relationship ManagerA top-tier bank in Asia is seeking an experienced International Banking Relationship Manager to join their team. As a leader in the industry, they provide a wide range of services, including personalized wealth management, innovative investment products, and tailored insurance options. This role is open to candidates...

  • Business Banking Relationship Manager

    1 week ago

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

    Job OpportunityHang Seng Bank Limited is seeking a high-calibre professional to join our Commercial Banking team as a Relationship Manager. About the RoleAs a Relationship Manager, you will be responsible for developing and managing a portfolio of Small and Medium-sized Enterprise (SME) customers, providing customized financial solutions to meet their...

  • Private Bank Relationship Manager

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China 0786 Deutsche Bank Aktiengesellschaft, Filiale Hongkong Full time

    Job Title: Private Bank Relationship ManagerDeutsche Bank is seeking a highly skilled Private Bank Relationship Manager to join our team in Hong Kong. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with tailored financial solutions and...

  • International Banking Relationship Manager

    2 weeks ago

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

    International Banking Relationship ManagerA top-tier bank in Asia is seeking an experienced International Banking Relationship Manager to join their team. As a leader in the industry, they provide a wide range of services, including personalized wealth management, innovative investment products, and tailored insurance options. This role is open to candidates...

  • International Banking Relationship Manager

    2 weeks ago

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

    International Banking Relationship ManagerA Top Tier bank in Asia is seeking a seasoned International Banking Relationship Manager to join their team. As a leader in the industry, they provide a wide range of services, including personalised wealth management, innovative investment products, and tailored insurance options. This role is open to candidates...

  • Relationship Manager, Private Banking

    3 weeks ago

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

    About Dah Sing Financial GroupWe are a leading financial services group in Hong Kong, offering a wide range of banking, insurance, and financial services through our extensive network of over 70 branches in Hong Kong, Macau, and Mainland China. Our core values are built on caring, teamwork, and progressiveness. We believe that every individual is unique and...

  • Relationship Manager, SME Banking

    7 days ago

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

    Job SummaryDBS Bank is seeking a skilled Relationship Manager to join our Corporate and Investment Banking team. As a Relationship Manager, you will be responsible for identifying business opportunities, structuring credit facilities, and providing exceptional customer service.Key ResponsibilitiesIdentify and pursue new business opportunities with existing...