Corporate Banking & Wealth Relationship Manager

Captiare; Hong Kong; Presencial; HKD 600.000 - 1.000.000; Jornada completa

Descripción de la vacante

Captiare in Hong Kong seeks a results-driven Relationship Manager to cover corporate lending and high-value wealth services. You will cultivate long-term relationships with premium clients, assess financial needs, and cross-sell investment and insurance solutions.

Responsibilities include onboarding corporate clients, conducting KYC, and ensuring regulatory compliance with HKMA/SFC standards. A degree in Business or Finance and 3+ years in banking (Senior RM 6+) are required.

Formación

• Bachelor’s degree in Business, Finance or related field.
• 3+ years of relevant RM experience or 6+ years for Senior RM.
• Qualified to carry out regulated activities in insurance and investment.
• HK regulatory knowledge (HKMA/SFC) and KYC/due diligence familiarity.
• Strong communication and interpersonal skills in English and Chinese.

Responsabilidades

• Cultivate long-term relationships with corporate and premium clients.
• Drive lending opportunities while cross-selling wealth products.
• Deliver high-quality onboarding and end-to-end account opening.
• Conduct KYC, background checks, due diligence, reviews and trigger assessments.
• Ensure sales activities comply with HK regulatory requirements and internal policies.

Conocimientos

Relationship management

KYC knowledge

Portfolio analysis

English & Chinese proficiency

MS Office proficiency

Educación

Bachelor’s degree in Business/Finance

IIQE Papers 1,2,3

HKSI Papers 1,7,8

ECF-RWM (preferred)

Descripción del empleo

Captiare in Hong Kong seeks a results-driven Relationship Manager to cover corporate lending and high-value wealth services. You will cultivate long-term relationships with premium clients, assess financial needs, and cross-sell investment and insurance solutions.

Responsibilities include onboarding corporate clients, conducting KYC, and ensuring regulatory compliance with HKMA/SFC standards. A degree in Business or Finance and 3+ years in banking (Senior RM 6+) are required.