Relationship Manager, Private Banking

Topin Recruitment; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Topin Recruitment is seeking an experienced Relationship Manager for the Private Banking division to cultivate and grow a portfolio of high net-worth clients across Hong Kong, Taiwan, and the Greater Bay Area. You will drive business growth by offering tailored financial products and services, while building strong, long-term client relationships.

The role requires 4-6+ years in banking/finance, a bachelor degree or higher in relevant fields, and professional licenses such as CFA/CPA are highly

Qualifications

• 4-6+ years’ experience in Banking/Finance
• Bachelor degree or above in Business Administration/Management, Finance or Accounting
• Professional licenses (CFAs, CPAs) highly preferable
• Proficient in English, Cantonese and Mandarin

Responsibilities

• Develop new customers and expand private banking business portfolio with Corporate Banking & Wealth Management teams
• Maintain and manage customer relationships via events, visits & meetings
• Meet customer needs and regularly review customer assets & investment portfolios

Skills

Relationship management

Client relationship development

Education

Bachelor degree

Finance

Accounting

Job description

We are seeking a Relationship Manager for our client's Private Banking division. This role focuses on building and maintaining strong client relationships while driving business growth through the sale of tailored financial products and services for our High Net-worth clientele in Hong Kong, Taiwan & Greater Bay Area.

Key Responsibilities

• Develop new customers and expand private banking business' portfolio together with Corporate Banking & Wealth Management team
• Maintain and manage customer relationships via regular events, visits & meetings
• Meet customer needs and regularly review customer's assets & investment portfolio

What They Are Looking For

• 4-6+ years’ of work experience in Banking/ Finance industry, preferably in Taiwan market
• Bachelor degree or above in Business Administration/Management, Finance, Accounting or relevant disciplines
• Professional licenses, ie CFAs, CPAs highly preferable
• Good command of written and spoken English, Cantonese and Mandarin