Accelerating Wealth Programme, Relationship Management Professional

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time
Unlocking Your Potential in Wealth Management

As a Customer Relationship Manager with Hang Seng Bank Limited, you will play a vital role in helping our clients achieve their financial goals. You will be responsible for providing expert advice and solutions to clients, helping them to grow, manage, and preserve their wealth.

About the Accelerating Wealth Programme

The Accelerating Wealth Programme (AWP) is a comprehensive training programme designed to equip you with the skills and knowledge needed to succeed in wealth management. Through the programme, you will gain a deep understanding of financial products and services, as well as the skills to identify and meet the needs of clients. You will also have the opportunity to work with experienced professionals in the industry, gaining valuable insights and expertise.

Key Responsibilities

  • Provide expert advice and solutions to clients, helping them to achieve their financial goals.
  • Manage a portfolio of clients, providing regular reviews and tailoring products and services to meet their needs.
  • Develop and maintain strong relationships with clients, building trust and confidence in our services.
  • Work with product expert teams to refer and cross-sell potential business opportunities.


Requirements

To succeed in this role, you will need to demonstrate the following skills and qualities:
  • Connectivity: Maximising the impact of building new and effective working relationships across Hong Kong and GBA.
  • Communicating with Impact: Applying the core principles that underpin all forms of communication.
  • Growth Mindset: Viewing setbacks and failures as building blocks, feedback and insight for future success.
  • Data Literacy: Ability to interpret, understand and communicate data as information.
  • Critical Thinking: Identifying how to break down complex problems or issues into smaller components, using right questioning techniques to identify root causes and arrive at solutions.
  • Design Thinking: Ways of thinking outside the box, introducing new and innovative ideas to solve a problem or bring in efficiency.
  • High level of customer-centricity mindset and ability to manage complex interactions effectively.

Hang Seng Bank Limited is committed to providing a dynamic and supportive work environment that allows you to grow and develop your skills and knowledge. We offer a competitive compensation and benefits package, as well as opportunities for professional development and advancement.

  • 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 Hang Seng Bank Limited Full time

    Job DescriptionHang Seng Bank Limited is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development...


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

    About BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe Team Head, Relationship Management, Wealth Management...


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

    Job DescriptionWe are seeking a skilled Wealth Management Relationship Professional to join our team at Dah Sing Bank. This role is ideal for individuals who thrive in a fast-paced environment and possess excellent communication skills.Job PurposeThe primary objective of this position is to provide exceptional service to VIP banking customers, catering to...


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

    Job DescriptionBNP Paribas Wealth Management is seeking a Senior Investment Counselor to provide holistic investment advice to clients. The ideal candidate will have at least 10 years of experience in portfolio management and a strong understanding of financial markets.Key ResponsibilitiesProvide investment advice to clients based on their risk profile and...


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

    Job DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...


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

    Job SummaryCICC is seeking a skilled Wealth Management Professional to develop business relationships with high-net-worth individuals, their families, and corporates.Key ResponsibilitiesDevelop and maintain business relationships with target clients, bringing in new clients and assets under management (AUM) to the firm.Provide investment advisory and asset...


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

    OverviewDeutsche Bank's Private Banking division is a leading wealth management platform, providing bespoke solutions to high net worth individuals and families worldwide. We offer a comprehensive range of investment services, including traditional and alternative investments, as well as sophisticated wealth planning strategies.Salary and BenefitsThe...


  • Hong Kong, Central and Western District, Hong Kong SAR China Spring Professional Singapore Full time

    Job Summary:We are seeking a highly skilled Investment Solutions Expert to join our team at Spring Professional Singapore. The ideal candidate will have a strong background in wealth management and be able to provide bespoke investment ideas and solutions for high net worth clients.About the Role:In this role, you will be responsible for providing financial...


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

    Job SummaryWe are seeking a highly skilled Wealth Management Professional to join our team at CICC. The successful candidate will be responsible for managing client relationships, providing financial advice, and achieving personal performance targets.Key Responsibilities:Manage client relationships and provide personalized financial advice.Work with clients...


  • Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our Wealth Management team at Frontier Financial Group. As a key member of our team, you will be responsible for providing exceptional wealth management services to our high-net-worth clients under the Capital Investment Entrant Scheme (CIES).Key ResponsibilitiesDevelop...


  • Hong Kong, Central and Western District, Hong Kong SAR China Green Court Capital Management Full time

    Unlock Your Potential with Green Court Capital ManagementAre you a recent graduate looking to launch your career in business management? Do you have a passion for finance and a desire to work with a dynamic team? Look no further than the Business Management Accelerator Program at Green Court Capital Management.About the ProgramThis two-year program is...


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

    About HSBCHSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come.Job DescriptionWe are currently seeking a high calibre professional to join our team as a PC Desk Relationship Manager. As a Senior Wealth Management Professional, you will be responsible for providing...


  • 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 assignedWork to understand customers' financial needs for selling and cross-selling banking productsAcquire...


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

    Unlock Your Potential with HSBC Private BankHSBC Private Bank is seeking a high-calibre professional to join our team as a Relationship Manager in China. As a key member of our team, you will be responsible for providing the full suite of wealth management and banking services to our high net worth individual clients.Key Responsibilities:Establish new...


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

    Job Purpose:To deliver exceptional wealth management services to customers and drive business growth through innovative sales strategies.Main Responsibilities:Meet and exceed sales targets by identifying and pursuing new business opportunities.Develop and execute sales plans to promote wealth management products, including FX, ELI, UT, and other relevant...


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

    Job OverviewWe are seeking a skilled Wealth Management Relationship Manager to join our team in Hong Kong.About the RoleThis is a full-time salaried position that requires at least 8 years of professional experience successfully advising High Net Worth Clients. The ideal candidate will have a proven track record in acquisition success and extensive product...


  • Hong Kong, Central and Western District, Hong Kong SAR China Eagle Partners (International) Company Limited Full time

    Job Summary:Eagle Partners (International) Company Limited is seeking a highly skilled Senior Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients with assets under management exceeding HKD 2-3 billion.Key Responsibilities:Develop and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Noah International 諾亞國際 Full time

    Key ResponsibilitiesAs a Client Service Officer in Private Wealth Management, you will provide critical support to Relationship Managers in account opening and maintenance, transaction execution, and client inquiries. Your role will involve preparing business analyst reports, presentation materials, and maintaining client databases.Key Performance...


  • 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 banking, insurance, and other related services through our extensive network. Our core values are centered around caring, teamwork, and progressiveness.Job Title: Relationship Manager - Wealth and Portfolio GrowthWe are seeking a skilled Relationship Manager to...