Relationship Manager (Retail / Wealth)

PeopleSearch Limited; Hong Kong; On-site; HKD 300,000 - 600,000; Full time

Job summary

PeopleSearch Limited is seeking client relationship professionals to support regional semi-private banks in Hong Kong. You will manage relationships with high-net-worth clients, assess their financial needs, and tailor investment and insurance solutions while ensuring regulatory AML compliance and collaboration with diverse sales teams.

The role emphasizes a proven track record with HNW clients, strong knowledge of retail banking products, and the ability to work within a regulated environment

Qualifications

• University degree or equivalent; with IIQE and HKSI
• Proven track record in managing HNW clients
• Experience in retail banking products including investments and insurance
• Legal right to work in Hong Kong
• Junior relationship managers considered for candidates with less experience

Responsibilities

• Build and develop long-term relationships with HNW clients
• Evaluate financial service needs of current and new HNW clients across I&I products and tailored services
• Provide customized financial products and services including investments and insurance
• Ensure strict compliance with regulations and AML efforts
• Collaborate with sales channels to maintain a robust sales pipeline and hit targets

Skills

Relationship management

HNW clients

Education

IIQE & HKSI certifications

Job description

We're looking for client relationship professionals to work in various regional semi-private banks!

Key Responsibilities

• Build and develop long-term relationships with HNW clients
• Evaluate the financial service needs of current and new HNW clients, covering both I&I products and tailor-made services
• Provide customized financial products and services, including investments, insurance, and other financial products to address clients' needs
• Ensure strict compliance with regulations and contribute to the Bank's anti-money laundering (AML) efforts
• Collaborate with key stakeholders (e.g. various sales channels including but not limited to commercial, global market banking departments, etc.) to maintain a robust sales pipeline and achieve performance targets

Requirements

• University degree or equivalent, with qualifications in IIQE and HKSI
• Proven track record in managing HNW clients
• Experiences in retail banking products & services including investment and insurance products
• legal right to work in Hong Kong
• Candidates with less experiences will be considered for junior relationship managers