Relationship Manager - fast growing local bank

Gravitas Recruitment Group Hong Kong; Hong Kong; On-site; HKD 600,000 - 960,000; Full time

Job summary

Gravitas Recruitment Group Hong Kong is seeking a seasoned Relationship Manager for an international bank in Hong Kong. You will manage a premier client portfolio with assets above HKD 1.5 million, delivering bespoke wealth guidance and investment strategies.

With at least 2 years in Investments & Insurance, you will cross-sell products, build trust, and work with internal teams to provide comprehensive banking services. Strong communication and market knowledge are essential.

Qualifications

• Minimum 2 years of direct sales in Investments or Insurance
• Proven track record with premier-segment accounts
• Good understanding of retail banking, investments, markets
• Bachelor’s degree in Finance or Economics preferred

Responsibilities

• Oversee a portfolio of premier clients with assets over HKD 1.5 million
• Provide bespoke financial guidance and wealth solutions
• Conduct in-depth financial reviews to evaluate long-term needs
• Formulate tailored investment strategies to grow client portfolios
• Collaborate with internal units to deliver comprehensive banking services
• Stay updated on markets, options, and regulatory developments
• Drive cross-selling across the full suite of financial products

Skills

Relationship management

Sales experience

Investments & Insurance

Client servicing

Communication skills

Financial markets knowledge

Education

Bachelor’s degree in Finance or Economics

Job description

About the Role

We are searching for a seasoned and proactive Relationship Manager to join our team at an established international bank. Grounded in Hong Kong with a long-standing presence, our institution is recognized for its broad array of banking products and specialized wealth management solutions. This role offers an outstanding platform to manage premier clients with account balances above HKD 1.5 million. If you possess at least 2 years of direct experience in Investments & Insurance (I&I) and a drive to deliver top-tier service, we invite you to apply.

Key Responsibilities:

• Oversee and nurture a dedicated portfolio of premier clients with assets over HKD 1.5 million
• Develop enduring client partnerships by providing bespoke financial guidance and wealth solutions
• Perform in-depth financial reviews to evaluate individual long-term needs and objectives
• Formulate and execute tailored investment strategies to enhance client portfolio growth
• Partner with internal business units to ensure smooth delivery of comprehensive banking services
• Maintain up-to-date knowledge of financial market shifts, emerging investment options, and regulatory developments
• Drive cross-selling initiatives across a full suite of financial products to deepen client engagement

Requirements:

• Minimum 2 years of direct sales track record in Investments OR Insurance (I&I)
• Demonstrated success in servicing high‑value, premier‑segment accounts
• Solid grasp of retail banking solutions, investment instruments, and financial market dynamics
• Strong understanding of risk mitigation, asset allocation, and portfolio diversification strategies
• Superior interpersonal and communication capabilities to build immediate trust and credibility
• Performance-driven attitude with a commitment to delivering high-caliber client satisfaction
• Relevant professional licensing and accreditations are preferred
• Bachelor’s degree in Finance, Economics, or a related discipline is advantageous