Relationship Manager (All Levels)

A leading bank is hiring Relationship Managers across multiple levels. This opportunity is suitable for candidates with experience in wealth management, insurance, investment products, or other client-facing financial sales roles, and offers a stable platform, existing client base, and structured training support.

Location:

• Opportunities available across the 6 key districts in Hong Kong.

Compensation:

• Competitive package, open to discussion based on experience, track record, and licensing profile.

Key Responsibilities:

• Build and maintain strong client relationships by providing suitable wealth management and financial solutions.
• Manage and develop an existing client portfolio while identifying new business opportunities.
• Promote and advise on insurance, investment, and other wealth management products according to client needs.
• Work closely with branch teams and internal support units to deliver quality client service and business growth.

Requirements:

• Relevant experience as a Relationship Manager or in financial product sales is preferred.
• Candidates with experience focused on insurance or investment products are also welcome.
• Applicants from securities sales or investment banking sales backgrounds who are looking for a more stable banking platform are encouraged to apply.
• IIQE Papers 1, 2, and 3, and HKSI 1, 7, and 8 are highly preferred.
• Strong interpersonal, communication, and relationship-building skills are required.

Highlights:

• Existing client base available for follow-up and portfolio development.
• Stable banking platform with training and resource support.
• Opportunity to develop across multiple product lines or focus on a specific area of expertise.

Banking & Financial Services

Banking & Finance
Customer Service

Hong Kong Island, Kowloon, New Territories

Permanent

HKD 30, 001- HKD 40, 000 / mth
HKD 40,001 - HKD 50,000 / mth