• Conduct financial analysis and profiling to align with clients’ goals.
• Strengthen client relationships through market insights and investment updates.
• Provide quality after-sales service to ensure client satisfaction and retention.
• Support marketing and customer acquisition activities.
• Plan and execute monthly business strategies to meet sales and acquisition targets.
• Identify prospects, deliver presentations, and generate referrals.
• Maintain full compliance with AML and regulatory requirements.
• Collaborate with China, Treasury, Investment, and Insurance teams to deliver integrated solutions.
• Adhere to the Bank’s ethical and compliance standards.

• At least 3 years’ experience as a Relationship Manager.
• Solid understanding of core concepts, principles, processes or procedures of Wealth Management and Banking.
• Holder of IIQE Papers 1, 2, 3 and HKSI Papers 1, 7, 8 (*or willing to obtain).
• Proven success in achieving sales goals and managing client portfolios.
• Strong interpersonal and communication skills.
• Exp in managing markets e.g. PRC, HK, etc; fluent in Mandarin, Cantonese, English.

*Position grading will be determined based on relevant work experience and may range from Analyst to Manager, Senior Manager, or VP level.