1 312 Banking Relationship jobs in Hong Kong

Job Responsibilities

• Manage the portfolio of corporate/cross border clients, mainly PRC & local corporate clients for bilateral, syndication, structured loan and trade finance facilities
• Perform credit analysis and prepare thorough credit proposal write-up and conduct review and risk monitoring on regular basis
• Achieve budgeted revenue and other campaign targets

Job Requirements

• Degree holder in related disciplines, major in Finance, Accounting, or business preferred
• Minimum 5 years of working experience in Corporate Banking or Trade Finance
• Good team player, organized, detailed-minded, hardworking and able to work independently
• Strong communication skills with excellent customer service mindset
• Proficient in written and spoken English and Chinese (including Putonghua)

Interested parties may send in your application together with a detailed resume stating your academic results, present & expected salaries, date of availability and contact phone number by clicking "Apply Now"

Personal data collected will be treated in strict confidence by authorized personnel and only be used for recruitment-related purpose.  All personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.

Business FunctionDBS? Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client?s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Responsibilities* Provide a ?Wealth Management? solutions / advice to High Net Worth Individual* Find, Attract and Win new clients* Nurture and Retain existing clients and entice former clients back into the Bank* Continuously develop relationships with a portfolio of clients* Provide a ?Single Point of entry? into the Bank with an efficient access to a network of specialists* Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets * Maximize client assets and revenues from its AUM (Asset Under Management)Requirements* With PWMA qualification will be preferred* Solid credit with strong banking knowledge and business ethics, with minimum 7 years of private banking experience* Excellent connections in the respective private banking market* Well-versed in the Banking Reforms / Regulatory Changes in the market* Extremely conscious of the high Sensitivity and Confidentiality requirement of the market * Strong knowledge of Private Banking products and services* Must be registered RI (Regulated Activities; Types 1 & 4)* Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines* CFP, CFA or equivalent qualifications will be an advantage* Fulfillment of requirements under the Enhanced Competency Framework preferred* The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

Apply NowWe offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified.

Job Responsibilities

l  Conduct account opening and documentation

l  Acquisition of new client relationships and development of existing client relationships within the Private Banking sector

l  Provide a "Wealth Management" solutions / advice to High Net Worth Individual

l  Maximize client assets and revenues from its AUM (Asset Under Management)

l  Achieving high levels of service standards and maximize client satisfaction

l  Provide support to the marketing and prospecting of business

l  Conduct trade settlements and payment access transfers

l  Comply with full compliance with internal guidelines and external regulatory bodies

Job Requirements

l  University level education, preferably in finance, business or a related discipline

l  Holder of relevant investment and insurance Hong Kong licenses

l  Over 3 years wealth management banking experience

l  Experience in client facing environment, with excellent relationship building capability

l  A track record of gaining an understanding of customers' needs and delivering excellent customer service

l  Strong sales and customer orientation, with good communication and interpersonal skills

l  High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

l  Mature and independent mindset, able to work effectively under pressure

l  Fluency in Mandarin with additional languages is an advantage

Interested parties may send in your application together with a detailed resume stating your academic results, present & expected salaries, date of availability and contact phone number by clicking "Apply Now"

Personal data collected will be treated in strict confidence by authorized personnel and only be used for recruitment-related purpose.  All personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.

Principal Responsibilities

• Develop and manage a portfolio of ultra-high-net-worth (UHNW) private banking clients.
• Provide investment advice, deliver exceptional service, and execute client orders.
• Analyze investment portfolios, monitor performance, and recommend necessary reallocations.
• Oversee credit quality and manage the exposure of clients' loan portfolios.
• Collaborate with internal teams to generate business referrals.

Requirements

• University degree in a related field or relevant qualifications such as CFP or CFA.
• Successful completion of the HKSI and IIQE licensing examinations.
• Proven banking experience with a strong understanding of investment products.
• Strong sales orientation and the ability to thrive under pressure.
• Effective communication skills, adaptability to change, and problem-solving capabilities.
• Eagerness to learn and ability to work in an Agile environment.
• Excellent communication, interpersonal, analytical, and relationship management skills.
• Proficiency in written English and Chinese; fluency in Putonghua and other dialects is a plus.
• High customer-centric mindset with a commitment to delivering exceptional service.
• Professional qualifications such as the Enhanced Competency Framework (ECF) and/or Certified Banker (CB) from the Hong Kong Institute of Bankers (HKIB) are advantageous.
• Candidates with less experience may be considered for the role of Relationship Manager.

Our clients, Leading Chinese Banking Group in Hong Kong that provides a wide range of banking and financial services.

Responsibilities :

• Build long-term partnerships with commercial customers to enhance satisfaction and loyalty.
• Identify new clients and business opportunities by promoting deposits, loans, and banking products.
• Perform financial analyses and credit assessments to determine client eligibility for services.
• Prepare credit proposals and conduct annual reviews for customers.
• Seek cross-selling opportunities to enhance service quality and revenue.
• Ensure compliance with KYC, AML regulations for customers and
• Monitor and manage the risk profiles of the loan portfolio.

Requirements :

• Degree holder in Business Administration, Finance or related disciplines
• 3 - 5 years of experience in Commercial Banking SME/MME segment
• Qualifications in IIQE/HKSI is an advantages
• Strong financial analysis and credit assessment skills
• Fluent in spoken and written English and Chinese, including Putonghua

• Develop and manage a portfolio of ultra-high-net-worth (UHNW) private banking clients.
• Provide investment advice, deliver exceptional service, and execute client orders.
• Analyze investment portfolios, monitor performance, and recommend necessary reallocations.
• Oversee credit quality and manage the exposure of clients' loan portfolios.
• Collaborate with internal teams to generate business referrals.

• University degree in a related field or relevant qualifications such as CFP or CFA.
• Successful completion of the HKSI and IIQE licensing examinations.
• Proven banking experience with a strong understanding of investment products.
• Strong sales orientation and the ability to thrive under pressure.
• Effective communication skills, adaptability to change, and problem-solving capabilities.
• Eagerness to learn and ability to work in an Agile environment.
• Excellent communication, interpersonal, analytical, and relationship management skills.
• Proficiency in written English and Chinese; fluency in Putonghua and other dialects is a plus.
• High customer-centric mindset with a commitment to delivering exceptional service.
• Professional qualifications such as the Enhanced Competency Framework (ECF) and/or Certified Banker (CB) from the Hong Kong Institute of Bankers (HKIB) are advantageous.
• Candidates with less experience may be considered for the role of Relationship Manager.

• Mid-Senior level

• Full-time

• Marketing, Sales, and Public Relations

• Financial Services, Banking, and Investment Banking

Hong Kong, Hong Kong SAR is noted in the job location window.

King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.

Follow us at for updates on the exceptional clients we represent. Stay up-to-date on industry news and get your career consultation scheduled at

About Your Company

Our partner is a premier multi-family office dedicated to providing comprehensive wealth management and financial services to high-net-worth families. With the support from one of the top Hong Kong Tycoon and solid foundation in the network of HNW, this family office's built for success and a vision to become one of the best Asia multi-family offices.

We are expanding the team by multiple headcounts this year and we are looking for highly motivated and experienced Relationship Manager to join our dynamic team. The ideal candidate will be responsible for managing and nurturing client relationships, ensuring exceptional service delivery, and identifying opportunities for growth within our portfolio of high-net-worth clients.

We provide attractive liquidity and compensation for ideal candidates.

About your role

• Serve as the primary point of contact for assigned clients, maintaining and enhancing relationships.
• Understand clients' financial goals, needs, and preferences to provide tailored solutions.
• Collaborate with internal teams to ensure seamless service delivery and execution of financial strategies.
• Identify new business opportunities and contribute to the growth of the client base.
• Stay informed about market trends, investment opportunities, and industry developments to advise clients effectively.
• Prepare and present comprehensive reports and performance updates to clients.
• Manage client onboarding processes and ensure compliance with regulatory requirements.

What you will need to succeed

• Bachelor's degree in Finance, Business, or a related field; MBA or relevant certification is a plus.
• 5+ years of experience in wealth management, private banking, or a similar role.
• Proven track record of managing high-net-worth client relationships.
• Strong understanding of investment products, financial planning, and wealth management strategies.
• Excellent communication, interpersonal, and presentation skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong analytical and problem-solving skills.

How to Apply

Interested parties, please send your CV directly to or apply directly.

Please note that only shortlisted applicants will be contacted.

Senior Relationship Manager (Retail banking)

Responsibilities

• Provide investment and insurance services to high net worth clients in branch
• Maintain close relationships with clients
• Cooperate with specialist to give advice to clients
• Meet the compliance requirement

Requirements

• Degree or above with major in Business Administration, Finance, or related disciplines
• At least 3 years Retail banking I & i Sales experience
• IIQE 1,2,3 and HKSI 1,7,8 qualification
• Good command in both Cantonese and English, Fluent Mandarin is preferred
• Candidate with less experience will be considered as Relationship Manager

Private Banking Relationship Manager

Responsibilities

• Provide excellent service to ultra-high net worth clients
• Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients
• Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.

Requirements

• Degree or above with major in Business Administration, Finance, or related disciplines
• Min 5 years of relevant experience in retail banking or related experience in investment and insurance selling
• Business plan (List of Potential Customers can Bring forward) is required

Senior Relationship Manager (Retail banking)

Responsibilities

• Provide investment and insurance services to high net worth clients in branch
• Maintain close relationships with clients
• Cooperate with specialist to give advice to clients
• Meet the compliance requirement

Requirements

• Degree or above with major in Business Administration, Finance, or related disciplines
• At least 3 years Retail banking I & i Sales experience
• IIQE 1,2,3 and HKSI 1,7,8 qualification
• Good command in both Cantonese and English, Fluent Mandarin is preferred
• Candidate with less experience will be considered as Relationship Manager

Private Banking Relationship Manager

Responsibilities

• Provide excellent service to ultra-high net worth clients
• Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients
• Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.

Requirements

• Degree or above with major in Business Administration, Finance, or related disciplines
• Min 5 years of relevant experience in retail banking or related experience in investment and insurance selling
• Business plan (List of Potential Customers can Bring forward) is required