Wealth & Retail Banking Relationship Manager

The Bank of East Asia, Limited; Hong Kong; On-site; HKD 391,000 - 558,000; Full time

Job summary

The Bank of East Asia, Limited is seeking a Mobile Relationship Manager in Hong Kong to solicit new business and grow a retail portfolio. You will assess clients’ financial positions and risk appetites to tailor wealth management and credit solutions, while expanding relationships through proactive marketing and deepening of the client base.

Collaborate with Specialists Team to deliver bespoke services, plan events to raise brand awareness, and ensure strict regulatory compliance.

Qualifications

• Minimum 2 years of banking experience serving retail customers.
• Experience growing assigned customer portfolios is advantageous.
• HKIB qualifications and HKIB Certified Bankers are preferred.
• Passed IIQE Papers 1–3 or equivalent.
• Passed HKSI Papers 1, 7, 8 or equivalent.
• Passed MPF requirements.
• Strong knowledge of retail banking products and services.
• Fluent in English and Chinese; Putonghua is a plus.

Responsibilities

• Solicit new businesses and retain long-term partnerships through regular reviews.
• Assess customers’ financial positions, risk appetites, and life goals to tailor wealth and credit solutions.
• Expand portfolio by deepening relationships and proactive lead generation.
• Connect with Specialists Team to deliver tailor-made services.
• Plan in-branch and off-site events to raise brand awareness and showcase products.
• Ensure compliance with regulatory standards and uphold high integrity.
• Coach and mentor junior staff while supporting branch transformation initiatives.

Skills

Customer relationship management

Retail banking products knowledge

English & Chinese bilingual

Putonghua is a plus

Proactive and customer-focused

Sales in financial services

Portfolio management

Education

Associate degree or Higher Diploma

HKIB qualification

HKIB Certified Bankers

IIQE Papers 1–3 or equivalent

HKSI licensing (Papers 1/7/8) or equivalent

MPF knowledge/completion

Job description

The Bank of East Asia, Limited is seeking a Mobile Relationship Manager in Hong Kong to solicit new business and grow a retail portfolio. You will assess clients’ financial positions and risk appetites to tailor wealth management and credit solutions, while expanding relationships through proactive marketing and deepening of the client base.

Collaborate with Specialists Team to deliver bespoke services, plan events to raise brand awareness, and ensure strict regulatory compliance.