Relationship Manager - Wealth Management

Location Hong Kong
Job-type Full Time
Salary Negotiable
Contact Ricolas Chan
Email email Ricolas
Reference AAUE-412318_1620803813

Our client, an international financial services group, is looking for talent to join their ever-growing team. You will be accountable for identifying and managing client relationships within the High-Net-Worth market. As the brand ambassador, you will own new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. This role is also responsible for deepening and strengthening existing relationships by continuing to present innovative solution across the balance sheet to help clients achieve their financial goals.


  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High-Net-Worth segment through the use of financial planning and excellent discovery and profiling skills
  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling and suitability assessments
  • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions
  • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
  • Acquire new clients through converting referral leads
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure that KYC/AML and other compliance norms are strictly adhered to


  • Bachelor's degree holder in Business Administration, Finance, Economics or related disciplines; with a minimum of 7+ years of client facing experience in the Financial Services or Banking industry
  • Sound understanding of investment products and strategy
  • Interactive skills in order to understand client needs and take action with the appropriate solutions
  • Strong client relationship management and sales skills
  • Impeccable interpersonal and organizational skills
  • Strong knowledge of financial industry and current market conditions
  • Have a comprehensive understanding of the local regulatory requirements of the investment advisory business and apply this knowledge appropriately
  • Proficiency in written and spoken Cantonese, English, and Mandarin