Relationship Manager - Wealth Management ( Base HKD 40-50K base)

NexusSearch International Limited; Hong Kong; On-site; HKD 446,400 - 558,000; Full time

Job summary

A financial services firm in Hong Kong is looking for a Relationship Manager to focus on high-net-worth client retention and growth. This role involves maintaining strong client relationships, conducting portfolio reviews, and proposing tailored financial solutions. Successful candidates will have a proven track record in private banking, excellent communication skills, and fluency in English, Cantonese, and Mandarin. Join a dynamic team dedicated to personalizing client experiences and driving financial success.

Qualifications

• 3+ years of Relationship Management or Private Banking experience.
• Proven track record of client retention and growth.
• Deep product knowledge across wealth management solutions.
• Excellent communication and empathy skills.

Responsibilities

• Maintain strong relationships with high-net-worth clients.
• Conduct regular portfolio reviews and needs assessments.
• Propose tailored solutions to deepen relationships.
• Identify cross-sell/up-sell opportunities.
• Organise client events and seminars.
• Monitor client portfolios and anticipate needs.
• Collaborate with product and support teams for seamless service.
• Track client retention metrics and relationship health.

Skills

Relationship-building skills

Client retention strategies

Fluency in English

Fluency in Cantonese

Fluency in Mandarin

CRM experience

Job description

Relationship Manager – Wealth Management (Base HKD 40‑50K base)

About the job

Relationship Manager - Wealth Management ( Base HKD 40-50K base)

Role Summary

The Relationship Manager focuses on client retention and growth for high‑wealth clients, deepening existing relationships and expanding wallet share through personalised service and proactive financial planning.

Key Responsibilities

• Maintain strong relationships with existing HWN clients as their primary point of contact, ensuring high retention rates and satisfaction.
• Conduct regular portfolio reviews and needs assessments to identify opportunities for growth within current client base.
• Proactively propose tailored solutions (investments, loans, insurance, structured products) to deepen relationships and increase AUM/revenue from existing clients.
• Drive client growth by identifying cross‑sell/up‑sell opportunities and acquiring referrals from satisfied clients.
• Organise client events, seminars and one‑on‑one meetings to strengthen engagement and loyalty.
• Monitor client portfolios, risk profiles and life events to anticipate needs and prevent attrition.
• Collaborate with product and support teams to deliver seamless service that exceeds client expectations.
• Track and report on client retention metrics, revenue growth per client, and relationship health indicators.
• Handle escalations and ensure timely resolution of client concerns to maintain trust.
• Achieve KPIs focused on client retention rate (>95%), revenue per client growth, and AUM expansion.

Requirements

• 3+ years RM/Private Banking experience with proven client retention and growth track record.
• Strong relationship‑building skills with ability to nurture long‑term HNW client loyalty.
• Deep product knowledge across wealth management solutions.
• Excellent communication and empathy; fluent in English, Cantonese and Mandarin.
• Data‑driven with experience using CRM systems to track client engagement.
• Existing HWN client network highly advantageous.