Senior Relationship Manager, Personal Banking & Cross-Border

Classy Wheeler Limited

Hong Kong

On-site

HKD 520,000 - 760,000

Full time

14 days+

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Job summary

Classy Wheeler Limited, a leading financial services institution in Hong Kong, is seeking a (Senior) Relationship Manager for Personal Banking with cross-border experience. The role focuses on managing and growing a 500-client portfolio, delivering wealth management and credit solutions, and coordinating with specialist teams to offer insurance and investment products to high-net-worth clients.

A branch-based, permanent position in Hong Kong.

Qualifications

Fluent English and Mandarin communication is required.
Cantonese understanding is preferred for cross-border roles.
Candidates with a branch banking background and client portfolio experience will be considered.

Responsibilities

Solicit new business, cultivate, and retain long-term client partnerships through regular portfolio reviews.
Conduct comprehensive financial assessments to deliver tailored wealth management and credit solutions.
Expand the client portfolio and grow the client base through networking and marketing campaigns to meet revenue targets.
Collaborate with specialist teams to deliver customized financial products for high-net-worth clients.
Plan and execute in-branch and off-site promotional events to raise brand awareness.