Relationship Manager

Job level Middle
Education Associate Degree
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Asset Management
Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Published On 11/10/2019


  • Serve High Net Worth Individuals and solicit business opportunities through cross-selling and branch referral.

  • Identify customers’ needs and provide customized solutions on a comprehensive range of investment and wealth management products to customers.

  • Promote long term client relationships and enhance the company's value proposition.

  • Ensure all selling activities are in compliance with the bank’s guidelines.


  • University graduate, preferably major in Business Administration, Accounting, Finance or Economics

  • Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank

  • 3 years' solid experience in serving high-net-worth customers (less experience may also be considered)

  • Strong analytical skills and solid track record in developing relationships with customers

  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin