relationship manager, semi-private bank (path to pb, <80k) in Hong Kong

cathleen chen, randstad hong kong
job type
HK$ 55,000 - HK$ 80,000 per month

job details

hong kong
banking & financial services
job type
working hours
HK$ 55,000 - HK$ 80,000 per month
reference number
cathleen chen, randstad hong kong
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job description

  • Semi-Private banking sector
  • Fab increment & fringe benefits
  • Path to Private Banking
about the company. Our client is a top-tier local bank, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced professional to join their team as Relationship Manager in their Semi-Private sector about the job. As Relationship Manager in the Semi-Private sector in a top-tier local bank, your prime responsibility will be to:
  • Provide professional financial planning services to high-net-worth / top-tier Prestige Signature customers
  • Provide personalized and all-rounded wealth management service for this segment of customers to build and maintain good relationships
  • Promote holistic wealth management service for optimizing new business opportunities
  • Assist the team head in providing coaching to Relationship Managers
  • Manage operational risk and observe the relevant policies / guidelines and compliance requirements
skills & experiences required.
  • University degree in a related discipline OR professional qualifications such as CFA, CFP or CFMP is preferred
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of five years' experience in selling investment, insurance and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Be curious and with passion to think deeply and rationally


relationship manager, USD 1mil sector, relationship management, investment & insurance


CFA, CFP or CFMP is preferred
HKSI Paper 1, 7, 8
IIQE Paper 1, 2, 3

educational requirements

Bachelor Degree