relationship manager

Job Responsibilities

• Actively develop new customers and maintain existing customer relationships, building a long-term and stable trust foundation

• Based on the customer's financial situation, investment objectives, and risk tolerance, provide professional and customized financial solutions

• Recommend suitable bank products, wealth management tools and investment services to help customers achieve their asset allocation and financial planning goals

• Achieve personal and team sales performance goals, regularly submit business progress reports and customer analysis summaries

• Collaborate closely with internal departments such as credit, compliance, products, and operations to ensure high-quality delivery of customer service processes that are efficient, smooth, and seamless

• Continuously monitor local and global market dynamics, regulatory policy changes and competitive strategies, and enhance business acuity and market resilience

• Enthusiastic about sales work, with proactive business development and sincere service-oriented attitude

• Applicants with financial institution-related work experience are preferred, familiar with retail banking, wealth management, funds, insurance or investment products

• Have excellent communication and expression skills and interpersonal interaction skills, and be able to flexibly respond to different background customer needs

• Have basic financial analysis skills, understand customer income and expenditure structure, assets and liabilities situation and financial pain points, and propose reasonable suggestions

• Emphasize professional ethics and compliance awareness, with a high sense of responsibility, stress resistance, and team spirit

• Fluent in Cantonese, Mandarin, and English for daily business communication and document processing

• Competitive monthly salary (HKD 30,000 - 45,000) + high commission percentage + performance bonus

• Improve social security and housing provident fund arrangements

• Comprehensive medical plan, dental coverage, and life insurance

• Flexible work schedule and hybrid work mode (including home work arrangements)

• Five-day work week (Monday to Friday, 09:00–18:00)

• Birthday leave, Chinese statutory holidays, and special/extra leave

• Professional training system and personal development support, covering product knowledge, compliance requirements, and leadership development

• Clear and transparent career advancement paths, supporting long-term sustainable development