Retail Banking - Assistant Relationship Manager/ Manager/ Senior Manager

Recruit Express (Hong Kong) Limited; Hong Kong Island; On-site; HKD 42,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Life Insurance

Staff Banking Benefits

Career Progression

Job summary

Recruit Express (Hong Kong) Limited is seeking candidates for the GBO – Assistant Relationship Manager / Relationship Manager / Senior Relationship Manager roles in Retail Banking, Hong Kong. This position offers a path in Wealth Management and Relationship Banking within a leading team.

You will manage relationships with affluent clients, provide wealth planning and banking solutions, and identify new business opportunities while meeting sales and AUM targets.

Qualifications

• Bachelor's degree in Business, Finance, Banking or related disciplines.
• Experience path: ARM 1–3 yrs, RM 3–8 yrs, SRM 8+ yrs in retail banking/wealth management.
• Strong sales aptitude, relationship management and communication skills.
• Proven track record in investment and insurance sales is an advantage.

Responsibilities

• Manage and develop relationships with affluent and priority banking customers.
• Provide professional financial planning and wealth management solutions, including investment, insurance, deposits, and lending products.
• Identify new business opportunities and acquire new-to-bank customers.
• Achieve sales, AUM, and customer acquisition targets.
• Ensure compliance with regulatory requirements and internal policies.
• Senior candidates will manage larger portfolios and mentor junior team members.

Skills

Sales aptitude

Relationship management

Communication skills

Education

Bachelor's degree in Business/Finance/Banking

Job description

GBO – Assistant Relationship Manager / Relationship Manager / Senior Relationship Manager

Retail Banking | Hong Kong

Join a leading retail banking team and build a rewarding career in Wealth Management and Relationship Banking.

Key Responsibilities

• Manage and develop relationships with affluent and priority banking customers.
• Provide professional financial planning and wealth management solutions, including investment, insurance, deposits, and lending products.
• Identify new business opportunities and acquire new-to-bank customers.
• Achieve sales, AUM, and customer acquisition targets.
• Ensure compliance with regulatory requirements and internal policies.
• Senior candidates will manage larger portfolios and mentor junior team members.

Requirements

• Degree holder in Business, Finance, Banking, or related disciplines.
• ARM: 1-3 years | RM: 3-8 years | SRM: 8+ years of retail banking, wealth management, or financial services experience.
• HKSI Papers 1, 7 & 8 and IIQE qualifications preferred.
• Strong sales aptitude, customer relationship management, and communication skills.
• Proven track record in investment and insurance sales is an advantage.

Competitive salary plus attractive incentive and bonus scheme.

Benefits and Perks

• Medical, dental, life insurance, and staff banking benefits.
• Banking holidays and generous annual leave.
• Structured training and clear career progression opportunities.