Senior Client Relationship Manager

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time
Job Title: Senior Client Relationship Manager

Reporting to the Team Head, the Senior Client Relationship Manager 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 client relationship management.
  • 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 provide input on client needs and risk profile.
  • Contribute to the development of marketing and product enhancement strategies to meet client needs.
  • Prepare transaction documentation for credit approvals within the internal cut-off time.
  • Gather research and information from various sources to support investment decisions.
  • Assist Relationship Managers in monitoring the progress of investments and portfolio structure, and provide reporting as requested within the timeline.
  • Open accounts, prepare follow-up documentation, and provide 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 maintenance.
  • May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instructions.

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 of financial and banking products.
  • Excellent interpersonal and communication skills.
  • Proactive, eager to learn, and hardworking.
  • Good command of written and spoken English and Chinese.


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

    Job DescriptionWhat is the Opportunity?As a Senior Client Relationship Manager in our Wealth Management division, you will be responsible for building and maintaining long-term client relationships by leveraging your existing network and expertise. Your role will involve providing tailored investment solutions and advice to high net worth clients, while...


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

    Job Description:As a seasoned Client Manager at NTT DATA, you will be responsible for taking full ownership of assigned accounts and managing and growing relationships to drive expansion and renewals across all solution areas. This role requires leveraging company tools and methodologies to analyze the client's situation and business requirements. You will...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Key Responsibilities:Manage the Know Your Customer (KYC) review process for new clients and address any related onboarding issuesPromote investor services to institutional clients, covering various fund and investment products, as well as authorized fundsGenerate and grow business opportunities from both existing and potential clientsMaintain and develop...


  • Hong Kong, Central and Western District, Hong Kong SAR China Star Anise Limited Full time

    Key Global Client Relationship ManagerThis top-tier international law firm is seeking a seasoned Key Global Client Relationship Manager to oversee a portfolio of its top global clients, ensuring proactive management and high levels of client engagement.The ideal candidate will have excellent client relationship management experience, ideally within a major...


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

    Key Responsibilities:Act as the voice of the customer, collecting valuable feedback to guide product and service enhancementsDrive continuous improvement and achieve the highest levels of customer satisfactionMeet or exceed assigned revenue and non-revenue based performance targetsEstablish, nurture and grow strong client relationships at both the...


  • 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 Northern Trust Full time

    About Northern TrustNorthern Trust is a globally recognized financial institution with over 130 years of experience. We provide innovative financial services and guidance to successful individuals, families, and institutions.Job SummaryWe are seeking a Client Relationship Manager to serve as the primary contact for investment management firms. The successful...


  • Hong Kong, Central and Western District, Hong Kong SAR China 11062 Citibank, N.A. Hong Kong Full time

    Job Summary:The Senior Corporate Relationship Manager is a seasoned professional role responsible for building and maintaining strong relationships with clients in the middle market segment. This role requires a deep understanding of banking and investment products, as well as excellent communication and interpersonal skills.Key Responsibilities:Develop and...


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

    Job DescriptionThe Middle Corporates Relationship Manager is a seasoned professional role requiring in-depth knowledge of banking and investment products. This individual applies disciplinary expertise to develop new techniques, improve processes, and integrate subject matter and industry expertise within a defined area.Key Responsibilities:Calls on clients...


  • Hong Kong, Central and Western District, Hong Kong SAR China 11062 Citibank, N.A. Hong Kong Full time

    The Senior Corporate Relationship Manager is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques and improve processes and workflows. This role requires a deep understanding of how areas integrate within the sub-function and coordinate to achieve the objectives of the function and overall...

  • Senior Client Manager

    4 weeks ago


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

    Drive Business Growth as a Senior Client ManagerAt NTT DATA, we're committed to helping clients innovate, optimize, and transform for long-term success. As a Senior Client Manager, you'll play a critical role in managing and growing relationships with our clients, driving expansion and renewals across all solutions within assigned accounts.Key...


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

    About the RoleWe are expanding our Global Sales Force and seeking an experienced Senior Relationship Manager to join our team in multiple locations.The ideal candidate is a highly motivated individual with a strong track record in business development and sales, who is passionate about offering innovative investment opportunities to existing clients and...


  • Hong Kong, Central and Western District, Hong Kong SAR China 11062 Citibank, N.A. Hong Kong Full time

    About the Role:The Senior Corporate Relationship Manager is a seasoned professional responsible for developing and maintaining strong relationships with clients in the middle market segment. This role requires a deep understanding of banking and investment products, as well as excellent communication and interpersonal skills.Key Responsibilities:Deepen...


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

    Job Summary:The Digital Banking Specialist is a seasoned professional role that requires in-depth knowledge of banking and investment products and processes. The ideal candidate will have a track record of providing sound banking and financial advice and solutions to clients. This role involves actively calling on clients to deepen relationships and...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job SummaryWe are seeking a skilled Senior Relationship Manager, Wealth Management to join our team at BNP Paribas Wealth Management. The successful candidate will be responsible for identifying, originating, developing, and maintaining high-value client relationships in an advisory capacity.Key ResponsibilitiesContribute to the team's performance, achieving...


  • Hong Kong, Central and Western District, Hong Kong SAR China 11062 Citibank, N.A. Hong Kong Full time

    Job Summary:The Senior Corporate Relationship Manager is a seasoned professional role that requires in-depth knowledge of banking and investment products and processes. The ideal candidate will have a track record of providing sound banking and financial advice and solutions to clients.Key Responsibilities:Deepen relationships with clients and proactively...

  • Senior Client Manager

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China NTT DATA Full time

    Job DescriptionUnlock Your Potential with NTT DATAAt NTT DATA, we're pushing the boundaries of what's possible in the world of technology and business. Our team is renowned for technical excellence and innovation, and we're committed to making a positive impact on our clients and society. Our workplace is built on diversity and inclusion, where you can grow,...


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

    Company Overview:Citi is a global bank that has been in operation for over 200 years. We have a network of connections across hundreds of cities and countries, providing a wide range of financial services to clients worldwide.Salary:The estimated annual salary for this role is $120,000 - $180,000 based on industry standards and location.Job Description:This...

  • Senior Client Manager

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China NTT DATA Full time

    Job DescriptionMake an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it's a place where you can grow, belong and thrive.Your day at NTT...


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

    Job Summary:Citi's Commercial Banking franchise is a solutions-led business for the demands of mid-sized and emerging corporates. We are seeking a seasoned professional to join our team as a Senior Commercial Banking Relationship Manager. This role requires a deep understanding of banking and investment products, as well as a track record of providing sound...