Relationship Manager (Retail Banking, semi-private) | $70-100k

Salary
HK$70,000 - HK$100,000 - Per Month
Location
Hong Kong, Hong Kong
Type
Permanent
Published
Sep 22, 2025
Ref
164678
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We are seeking driven and customer-oriented individuals to become part of one of Hong Kong’s most reputable and long-standing banks. This is an excellent opportunity to advance your career in retail banking within a stable and growth-focused institution.

Locations: Central Main branch/ Central District
Salary: HKD 70K–100K + quarterly incentive
 
Responsibilities:
  • Deliver tailored financial planning to high-net-worth and Prestige clients
  • Offer comprehensive wealth management solutions to strengthen client relationships
  • Identify and pursue new business opportunities through holistic financial advice
  • Support the team leader in mentoring Relationship Managers
  • Ensure compliance with internal policies and manage operational risks
 
Requirements:
  • Degree in finance or related field; CFA, CFP, or CFMP preferred
  • Passed relevant insurance and securities licensing exams
  • HKIB ARWP or CRWP certification is an advantage
  • Meets regulatory competency standards under the Securities and Futures Ordinance
  • At least 5 years of experience in investment, insurance, and banking sales
  • Strong client focus with excellent communication and interpersonal skills
  • Self-driven, resilient, and able to perform under pressure
  • Fluent in English and Chinese; Putonghua is a plus
  • Customer-centric mindset with ability to handle complex client needs
  • Agile learner with strong awareness and critical thinking
What We Offer:
  • Comprehensive medical and life insurance
  • Ongoing training and professional development
  • Supportive team culture and leadership
Interested parties please click Apply Now to submit your CV to us.

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