Relationship Management Executive
6 days ago
Some careers have more impact than others. If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation. We are currently seeking a high calibre professional to join our team as a Personal Banking Executive (Business Relationship), Premier Relationship - Contact Centre and Remote Channel. Principal Responsibilities Proactively perform outbound warm calls to selected customers and handle inbound calls as and when required Understand customer needs and recommend appropriate financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services Provide comprehensive and professional banking services, ensuring compliance with regulatory requirements and Quality Assurance standards Support the Bank's initiatives as and when necessary Qualifications Higher Diploma or above Ability to provide excellent customer service over the phone and be a good problem solver Good verbal communications skills in Cantonese, English and Mandarin Flexibility to work on a rotating shift covering days, nights, weekends and public holidays with a five-day working week No banking experience is required as training will be provided Applicants with prior customer service experience, and holding either an investment (HKSI 1,7,8) or insurance license (IIQE 1, 2, 3) , will be considered for a Senior Wealth & Personal Banking Executive role You'll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by The Hongkong and Shanghai Banking Corporation Limited
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Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeA recruitment agency is seeking candidates for the role of Assistant Relationship Manager in Private Banking. The successful candidate will assist Relationship Managers with client support in the Greater China Markets. Responsibilities include executing trades, preparing marketing materials, and managing client documentation. This position requires a degree...
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hong kong, Hong Kong SAR China Asia Progress Executive Limited Full timeAssistant Relationship Manager, Private Banking (Many post) Our client is a European Private Banking. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team. Responsibilities Assist Relationship manager to support their Greater China Markets/portfolio of clients. Provide investment market updates and...
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Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full timeAssistant Relationship Manager, Private Banking (Many posts) Add expected salary to your profile for insights Overview Our client is a European Private Banking. To cope with the rapid business expansion, they are inviting high calibre candidates to join the team. Assistant Relationship Manager, Private Banking/ Family Office (many posts) Responsibilities...
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Relationship Manager Assistant
3 days ago
Hong Kong Island, Hong Kong SAR China Infinity Asset Management Limited Full timeJob Title: Relationship Manager Assistant Job Descriptions: 1. Assist relationship managers / portfolio managers to handle account opening matters in custodian banks and handle client enquiries 2. Conduct KYC and Source of Wealth to meet regulatory requirements 3. Execute investment orders and monitor the trade status 4. Update and maintain client profiles...
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hong kong, Hong Kong SAR China Asia Progress Executive Limited Full timeA European Private Banking firm is seeking an experienced Assistant Relationship Manager to join their expanding team in Hong Kong. The successful candidate will support Relationship Managers by executing trades, preparing marketing materials, and managing new account documentation. Applicants should possess at least 5 years of private banking experience,...
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Wealth Management
3 days ago
hong kong, Hong Kong SAR China Ant International Full timeWealth Management (Relationship Management), Executive Officer Job Responsibilities: Serve as the Executive Officer (EO) overseeing SFC Type 9 regulated activities and ensure compliance with regulatory requirements and internal procedures Develop investment decision‑making, risk control, customer due diligence, KYC/AML, and back‑office processes for...
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hong kong, Hong Kong SAR China Asia Progress Executive Limited Full timeA European Private Banking firm in Hong Kong is seeking an experienced Assistant Relationship Manager. You will assist in managing client portfolios, execute trades across diverse financial products, and ensure compliance with documentation processes. The ideal candidate should have a degree in banking or finance and at least 5 years of relevant experience...
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Relationship Manager
7 days ago
hong kong, Hong Kong SAR China Wellington Management Full time2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in...
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Senior Private Wealth
7 days ago
hong kong, Hong Kong SAR China Chasseur Pro Executive Consultant Limited Full timeRetail Banking Senior Relationship Manager/Private Banking Relationship Manager Senior Relationship Manager (Retail banking) Responsibilities Provide investment and insurance services to high net worth clients in branch Maintain close relationships with clients Cooperate with specialist to give advice to clients Meet the compliance requirement Requirements...
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hong kong, Hong Kong SAR China Asia Progress Executive Limited Full timeAssistant Relationship Manager, Private Banking (Many posts) – $50K-70K per month Our client is a European Private Banking firm. To cope with rapid business expansion, they are inviting high‑calibre candidates to join the team. Responsibilities Assist Relationship Managers to support Greater China markets/portfolio of clients. Provide investment market...
