About the Role
We are searching for a seasoned and proactive Relationship Manager to join our team at an established international bank. Grounded in Hong Kong with a long-standing presence, our institution is recognized for its broad array of banking products and specialized wealth management solutions. This role offers an outstanding platform to manage premier clients with account balances above HKD 1.5 million. If you possess at least 2 years of direct experience in Investments & Insurance (I&I) and a drive to deliver top-tier service, we invite you to apply.
Key Responsibilities:

• Oversee and nurture a dedicated portfolio of premier clients with assets over HKD 1.5 million


• Develop enduring client partnerships by providing bespoke financial guidance and wealth solutions


• Perform in-depth financial reviews to evaluate individual long-term needs and objectives


• Formulate and execute tailored investment strategies to enhance client portfolio growth


• Partner with internal business units to ensure smooth delivery of comprehensive banking services


• Maintain up-to-date knowledge of financial market shifts, emerging investment options, and regulatory developments


• Drive cross-selling initiatives across a full suite of financial products to deepen client engagement

• Minimum 2 years of direct sales track record in Investments OR Insurance (I&I)


• Demonstrated success in servicing high-value, premier-segment accounts


• Solid grasp of retail banking solutions, investment instruments, and financial market dynamics


• Strong understanding of risk mitigation, asset allocation, and portfolio diversification strategies


• Superior interpersonal and communication capabilities to build immediate trust and credibility


• Performance-driven attitude with a commitment to delivering high-caliber client satisfaction


• Relevant professional licensing and accreditations are preferred


• Bachelor’s degree in Finance, Economics, or a related discipline is advantageous