Wealth Management RM: Grow High‑Net‑Worth Relationships

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

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.