Relationship Manager (Retail Banking / Wealth Management)

PeopleSearch Limited; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

PeopleSearch Limited seeks a Relationship Manager for Retail Banking/Wealth Management in Hong Kong. You will manage a high-value client portfolio, expand wealth management expertise, and advance your career within an established retail banking platform.

The role emphasizes financial advisory, cross-selling of investment products, bancassurance, FX and lending solutions, with a focus on compliant, client-centric service to high-net-worth individuals.

Qualifications

• University degree in Business, Finance or related discipline.
• 3–5 years of relationship management experience in retail banking or wealth management.
• HKSI Paper 1, 7, 8 and IIQE Paper 1, 2, 3, 5 licenses required.

Responsibilities

• Portfolio Management & Sales: manage and grow an assigned affluent client portfolio, achieve revenue, AUM and product sales targets.
• Financial Advisory & Cross-Selling: provide comprehensive wealth planning and structured solutions including investments, bancassurance, FX and lending.
• Client Acquisition: recruit new HNWI clients via referrals, branch walk-ins and networking.
• Risk & Compliance: adhere to AML and HKMA/SFC guidelines and internal risk controls.

Skills

Relationship management

Portfolio management

Financial advisory

Cross-selling

Client acquisition

Regulatory compliance

Education

University degree in Business or Finance

Job description

Relationship Manager (Retail Banking / Wealth Management)

We are actively seeking high-caliber Client Relationship Professionals to join top regional retail banking institutions in Hong Kong. This is an excellent opportunity to manage high-value client portfolios, expand your wealth management expertise, and accelerate your career within an established retail banking platform.

Key Responsibilities:

Portfolio Management & Sales: Actively manage and grow an assigned portfolio of affluent/wealth management clients, consistently achieving revenue, AUM, and product sales targets.

Financial Advisory & Cross-Selling: Conduct comprehensive financial planning to deliver structured wealth solutions, including investment products, bancassurance, FX, and lending solutions tailored to client needs.

Client Acquisition: Identify and secure new high-net-worth individual (HNWI) clients through referral networks, branch walk-ins, and direct networking efforts.

Risk & Compliance: Adhere strictly to internal risk management protocols, anti-money laundering (AML) guidelines, and regulatory requirements (HKMA/SFC) across all client advisory activities.

Candidate Requirements:

Education & Experience: University degree in Business, Finance, or a related discipline with at least 3–5 years of relationship management experience in retail banking or wealth management.

Licensing: Valid HKSI Paper 1, 7, 8 (or equivalent) and IIQE Paper 1, 2, 3, 5 licenses.

Languages: Excellent command of English, Cantonese, and Mandarin (both written and spoken).