Relationship Manager (Multiple Openings,35k - 80k+)

Manpower Services (Hong Kong) Limited; Hong Kong; On-site; HKD 391,000 - 893,000; Full time

Job summary

Manpower Services (Hong Kong) Limited is seeking a Relationship Manager to manage a portfolio of HNW individuals and SME clients, providing tailored financial and wealth management solutions. You will assess goals and risk, review portfolios, and promote a broad range of investment products and bancassurance.

Requirements include a Bachelor's degree in Business/Finance/Economics and 3+ years in relationship or wealth management, with strong communication and regulatory knowledge.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related discipline.
• 3+ years of experience in Relationship Management, Wealth Management, Private Banking, or Financial Services.
• Strong knowledge of investment products, insurance solutions, and financial markets.
• Licensing qualifications relevant to banking and wealth management.

Responsibilities

• Manage and grow a portfolio of HNW individuals / SME clients with personalized wealth solutions.
• Identify clients' financial goals, risk appetite, and investment needs through portfolio reviews.
• Promote investment products, unit trusts, bonds, structured products, bancassurance, and deposits.
• Acquire new-to-bank customers via referrals, networking, events, and business development.
• Achieve sales targets across AUM, revenue, investments, insurance, and lending products.
• Maintain strong client relationships to enhance retention and wallet share.
• Monitor portfolios and provide timely market updates and recommendations.
• Collaborate with product specialists, mortgage teams, and service units to deliver banking solutions.
• Ensure compliance with regulatory requirements, KYC, AML, and suitability guidelines.
• Handle inquiries and resolve service issues with high-quality client experience.

Skills

Relationship management

Portfolio growth

Client acquisition

Financial planning

Regulatory compliance

Education

Bachelor's degree in Business/Finance/Economics

Job description

Relationship Manager (Multiple Openings,35k - 80k+)

• Manage and grow a portfolio of HNW individuals / SME clients by providing personalized financial and wealth management solutions.


• Identify clients' financial goals, risk appetite, and investment needs through regular portfolio reviews and financial planning discussions.


• Promote and advise clients on investment products, unit trusts, bonds, structured products, bancassurance, and deposit solutions.


• Acquire new-to-bank customers through referrals, networking, customer events, and business development activities.


• Achieve sales targets across Assets Under Management (AUM), revenue, investment, insurance, and lending products.


• Develop and maintain strong relationships to enhance client retention, satisfaction, and wallet share.


• Monitor clients' portfolios and provide timely market updates and investment recommendations.


• Collaborate with product specialists, investment advisors, mortgage teams, and service support units to deliver comprehensive banking solutions.


• Ensure compliance with regulatory requirements, internal policies, KYC, AML, and suitability guidelines.


• Handle customer enquiries and resolve service issues promptly while maintaining a high standard of client experience.

Responsibilities

• Manage and grow a portfolio of HNW individuals / SME clients by providing personalized financial and wealth management solutions.


• Identify clients' financial goals, risk appetite, and investment needs through regular portfolio reviews and financial planning discussions.


• Promote and advise clients on investment products, unit trusts, bonds, structured products, bancassurance, and deposit solutions.


• Acquire new-to-bank customers through referrals, networking, customer events, and business development activities.


• Achieve sales targets across Assets Under Management (AUM), revenue, investment, insurance, and lending products.


• Develop and maintain strong relationships to enhance client retention, satisfaction, and wallet share.


• Monitor clients' portfolios and provide timely market updates and investment recommendations.


• Collaborate with product specialists, investment advisors, mortgage teams, and service support units to deliver comprehensive banking solutions.


• Ensure compliance with regulatory requirements, internal policies, KYC, AML, and suitability guidelines.


• Handle customer enquiries and resolve service issues promptly while maintaining a high standard of client experience.

Requirements

• Bachelor's degree in Business, Finance, Economics, or related discipline.


• 3+ years of experience in Relationship Management, Wealth Management, Private Banking, Treasury Sales, or Financial Services.


• Strong knowledge of investment products, insurance solutions, and financial markets.


• Relevant licensing qualifications


• Proven track record in client acquisition, portfolio management, and achieving sales targets.


• Excellent communication, presentation, and relationship-building skills.


• Strong understanding of regulatory and compliance requirements.