RM - Wealth Management

PeopleSearch Limited; Hong Kong; On-site; HKD 450,000 - 650,000; Full time

Job summary

PeopleSearch Limited in Hong Kong is seeking a seasoned relationship manager to nurture long-term client loyalty. You will review evolving financial needs and tailor wealth-advisory solutions for high-net-worth individuals.

You will lead new business acquisition, cross-sell a broad range of banking products, and maintain compliance with KYC and regulatory standards. Proficiency with CRM tools and core banking systems, plus QE 1-3 / SI 1-8 certifications, are highly valued.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related discipline.
• 3+ years of relationship management, sales, or advisory experience in retail banking, wealth management, or financial services.
• Local or industry certifications ( QE 1-3, SI 1-8, or regional equivalents) are advantageous.

Responsibilities

• Cultivate long-term client relationships and loyalty.
• Advise on bespoke investment solutions including stocks, bonds, mutual funds, and insurance.
• Drive branch growth by reaching walk-in prospects and high-net-worth clients.
• Cross-sell across credit cards, personal loans, mortgages, and overseas accounts.
• Maintain compliance through KYC and adherence to regulations to prevent fraud.

Skills

Relationship management

Sales

Advisory

Interpersonal skills

Financial literacy

Education

Bachelor's degree in Finance/Economics/Business Administration

Tools

CRM platforms

Core banking systems

Digital tools

Job description

Portfolio Management & Client Loyalty: Cultivate long-term relationships by regularly engaging with existing customers to review their changing financial needs and ensure enduring loyalty.

Financial Advisory & Wealth Growth: Recommend bespoke investment solutions- including stocks, bonds, mutual funds, and insurance- to help clients achieve their personal savings and wealth targets.

New Business Acquisition: Drive branch growth by pitching core banking services to walk-in prospects and leveraging your network to attract high-net-worth individuals.

Product Cross-Selling: Meet and exceed sales targets across a diverse suite of financial products, including credit cards, personal loans, mortgages, and specialized overseas bank accounts.

Compliance & Risk Mitigation: Safeguard the institution and clients by performing rigorous customer identification (KYC) protocols and adhering strictly to banking regulations to prevent financial fraud.

Qualifications & Experience

Education: Bachelor's degree holder in Finance, Economics, Business Administration, or a related discipline.

Experience: 3+ years of proven relationship management, sales, or advisory experience in retail banking, wealth management, or financial services. Candidates transitioning from securities firms or insurance firms are highly welcome.

Certifications: Possession of preferred local or industry certifications (e.g., QE 1-3, SI 1-8, or regional equivalents) is a strong advantage.

Core Competencies & Skills

Sales & Advisory Expertise: Demonstrated track record of success, backed by strong, hands-on experience in selling investment and insurance (I&I) products.

Interpersonal Agility: High emotional intelligence, active listening, and exceptional relationship-building abilities.

Financial Acumen: Deep understanding of retail credit, market dynamics, and personal finance strategies.

Technical Literacy: Comfort utilizing CRM platforms, digital tools, and core branch banking systems.

Competitive Base + Performance Incentives: A strong base salary paired with an uncapped, performance-driven incentive structure that directly rewards your sales success.

Professional Development: Continuous support for your career growth, including sponsorship for advanced industry certifications and leadership training.