Relationship Manager, Affluent Banking

About the Role

Our client is a well-established retail bank seeking a proactive and customer-focused Relationship Manager to join its Wealth and Retail Banking team.

Requirements:

- Bachelor's degree or above, preferably in Finance, Economics, Accounting, Business Administration, or related disciplines. 

- Minimum 4 years of relationship management experience within Retail Banking, Wealth Management, Affluent Banking, or Private Banking. 

- Proven track record in client acquisition, portfolio growth, and wealth management advisory. 

- Sound knowledge of investment and insurance products, as well as relevant regulatory requirements. 

- Strong interpersonal, communication, and relationship-building skills. 

- Proficiency in written and spoken English and Chinese. 

- Good command of Microsoft Office applications, including Word, Excel, and PowerPoint. 

- Relevant professional qualifications such as HKSI Papers 1, 7, 8 and IIQE qualifications would be advantageous. 

Key Responsibilities:

- Manage and grow a portfolio of affluent and high-net-worth clients in Hong Kong. 

- Provide wealth planning advice and tailored investment solutions aligned with clients' financial objectives and risk profiles. 

- Build and maintain strong client relationships through the delivery of personalized banking and wealth management services. 

- Conduct regular financial reviews and recommend suitable investment, insurance, and wealth management products. 

- Identify new business opportunities and deepen existing client relationships through needs-based financial solutions. 

- Support marketing campaigns, customer engagement activities, and product promotion initiatives. 

- Ensure all client advisory activities comply with regulatory and internal compliance requirements.