Corporate & HNWI Relationship Manager

Leadingnation; Hong Kong; On-site; HKD 300,000 - 520,000; Full time

Job summary

Leadingnation in Hong Kong is seeking a banking professional to manage a portfolio of high net worth customers and corporate accounts. You will provide credit analysis, proposals, and solutions in full, while building trusted relationships with existing and new clients.

A minimum of 3 years retail banking experience is expected; Mandarin is preferred. Fresh accounting/finance graduates may be considered. The role focuses on personal and corporate banking products and daily client enquiries.

Qualifications

• Minimum 3 years' working experience of retail banking
• University graduated with at least 2 years banking experience
• Fresh graduate of Accounting/ Finance major will be considered
• Public Sector businesses relationship management
• Handle customers’ enquiries and transactions
• Process account opening documents

Responsibilities

• Manage portfolio of high net worth customers
• Build strong and trustworthy relationships with existing and new customers
• Manage a portfolio of mainland large corporate accounts
• Prepare credit analyses and proposals in full
• Solicit new prospective corporate customers
• Strong product knowledge on cash management
• Handle customers’ enquiries and transactions
• Process account opening documents

Skills

Portfolio management

Relationship building

Financial analysis

Credit analysis

Customer service

Product knowledge

Mandarin (spoken/written)

Education

University degree or higher

Higher Diploma or above

Job description

Leadingnation in Hong Kong is seeking a banking professional to manage a portfolio of high net worth customers and corporate accounts. You will provide credit analysis, proposals, and solutions in full, while building trusted relationships with existing and new clients.

A minimum of 3 years retail banking experience is expected; Mandarin is preferred. Fresh accounting/finance graduates may be considered. The role focuses on personal and corporate banking products and daily client enquiries.