Senior Relationship Manager / Relationship Manager

Manpower; Hong Kong; On-site; HKD 450,000 - 800,000; Full time

Job summary

Manpower in Hong Kong is seeking an experienced Wealth Management Relationship Manager to drive growth, meet individual financial targets, and deliver premium advisory across Wealth Management and Priority Banking.

You will acquire New-To-Bank affluent clients through direct prospect outreach, referrals, and networking; deepen existing relationships via portfolio reviews; and cross-sell tailored solutions while keeping abreast of market trends and bank views.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics or related field.
• HKSI Papers 1,7,8 required (or exemptions) for Securities Trading and Advisory.
• IIQE Papers 1-3 required for Long Term, General and Investment-Linked Insurance.

Responsibilities

• Drive business growth and achieve financial targets across Wealth Management and Consumer Banking.
• Proactively acquire New-To-Bank affluent clients through direct prospect outreach, network expansion, and internal/external referral channels.
• Deepen existing client relationships by conducting periodic portfolio reviews, identifying unmet financial needs, and cross-selling tailored financial solutions.
• Deliver consultative wealth management services, risk profiling and analyses to match client objectives with asset allocation strategies.
• Stay informed on market trends and bank views to provide timely market intelligence to clients.
• Deliver premium client experiences aligned with Priority Banking service standards.

Skills

Cantonese

English

Mandarin (advantage)

Sales drive

Analytical mindset

Negotiation

Compliance awareness

Education

Bachelor’s Degree in Finance/Business Administration/Economics

HKSI Papers 1, 7, 8

IIQE Papers 1, 2, 3

Job description

• Drive business growth and achieve individual financial targets across Wealth Management and Consumer Banking products.
• Proactively acquire New-To-Bank (NTB) affluent clients through direct prospect outreach, network expansion, and internal/external referral channels.
• Deepen existing client relationships by conducting periodic portfolio reviews, identifying unmet financial needs, and cross-selling tailored financial solutions.

Client Relationship Management

• Deliver consultative wealth management services, conducting risk profiling and financial analyses to match client objectives with suitable asset allocation strategies.
• Stay informed on market trends, economic updates, and bank house views to provide timely market intelligence to clients.
• Deliver premium client experiences aligned with Priority Banking service standards.

Key Requirements & Qualifications

• Education: Bachelor’s Degree in Finance, Business Administration, Economics, or a related discipline preferred.
• Licensing Requirements:
• HKSI Papers 1, 7, 8 (or relevant exemptions) for Securities Trading and Advisory.
• IIQE Papers 1, 2, 3 for Long Term, General, and Investment-Linked Insurance.
• Experience: Minimum 3–5 years of solid relationship management experience in retail banking, priority banking, or wealth management within Hong Kong.
• Languages: Native/Fluent Cantonese and English; proficiency in Mandarin is highly advantageous.
• Skills: Strong sales drive, analytical mindset, negotiation capabilities, and compliance awareness.