Our client is a leading financial services organisation dedicated to providing exceptional wealth management and banking solutions. The company values a collaborative, client-focused culture and encourages innovative approaches to financial advisory services. This role offers an opportunity to work in a dynamic environment, contributing to the growth of the organisation's client base and brand presence. It is vital for building strong client relationships and delivering holistic financial solutions aligned with clients' goals.
Role Overview: The purpose of this role is to support the organisation's growth by expanding its client base and managing wealth advisory relationships within the retail banking sector, particularly focusing on the China market. The Relationship Manager will deliver tailored financial services, engage with clients effectively, and ensure compliance with all relevant regulatory standards.
Key Skills & Experience: • Experience in banking or financial services (2+ years) • Strong network within the China market • Good communication and relationship-building skills • Fluent in English & Mandarin; Cantonese an advantage • Degree holder in Finance, Business, or related discipline • Basic PC skills • Knowledge of RI & TR regulatory requirements
Key Responsibilities: • Grow client base and increase Assets Under Management (AUM) through targeted sales activities • Provide tailored wealth solutions aligned with clients' financial goals • Strengthen brand presence via client engagement and outreach • Deliver holistic, one-stop financial advisory services • Ensure compliance with all regulatory and internal standards
Requirements: • Degree in Finance, Business, or related discipline • 2+ years' experience in banking or financial services • Strong network within the China market • Excellent communication and relationship skills • Fluent in English and Mandarin; Cantonese is a plus • Ability to meet RI & TR regulatory standards • On-site working environment preferred
Interested candidates are encouraged to apply now to join a reputable organisation committed to professional growth and client success.
