236 Banking Relationship jobs in Hong Kong

Relationship Manager, SME Banking

DBS Bank

Posted 10 days ago

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Job Description

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Business Function

Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.

Business Function

Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.

Responsibilities

  • To acquire new liabilities accounts, capture CASA and penetrate various fee income products to our clients with PRC/GBA as major focus
  • Monitor account performance to ensure good utilization of facilities and to control overdue situations
  • Provide prompt and courteous response to customer inquiries in respect of all aspects of banking operations
  • Liaise with other departments to solve problems encountered by customers
  • Obtain up-to-date market information in the baking industry and help develop new products
  • Comply with all regulatory requirements imposed by regulatory authorities, and policies, standards, lending guidelines and procedures of the Bank
  • Perform regulated activities, type 1 and 4 specified under the Securities and Futures Ordinance (SFO)
  • Comply with the registered capacity as well as any conditions imposed by the HKMA and other regulator bodies. This includes compliance with the applicable requirements of the Code of conduct for Persons Licensed by or Registered with the SFC

Requirements

  • Preferably degree holder in Business Administration, Marketing or Economics
  • Good credit evaluation skill and good teamwork spirit
  • Good communication in both spoken and written English and Putonghua
  • Strong interpersonal and negotiation skills
  • Must be registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7& 8; or equivalent

Primary Location

Hong Kong-The Center

Job

Relationship Management

Job Posting

Jul 10, 2025, 10:43:33 AM

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at DBS Bank by 2x

Sign in to set job alerts for “Relationship Manager” roles. Associate Relationship Manager (Hong Kong) Relationship Manager / Senior Relationship Manager Junior Relationship Manager, Corporate Banking (Ref.: CV_CBD_JRM) Customer Relationship Manager (Customer Contact Centre) (HK) Account Executive (Corporate and Lifestyle PR) Relationship Manager / Senior Relationship Manager, Corporate Banking Senior Relationship Manager, Corporate Banking (Large Corporate) Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK) Manager to AVP, Relationship Manager - NBFI Relationship Manager, Foreign Bank Business Account Executive, Mid-Market Sales, Google Customer Solutions Senior Relationship Manager, Asia Intermediaries Vice President / Director, Senior Relationship Manager, China Corporate Manager, Relationship Management, Global Incorporations Manager, Relationship Management, Global Incorporations Private Bank Relationship Manager- Wealth Management (Hong Kong) (Assistant / Deputy) Relationship Manager (Commercial Banking)

Hong Kong, Hong Kong SAR HK$475,600.00-HK$700,000.00 2 weeks ago

Relationship Manager, Middle Market, SME Banking Client Account Manager - Global Family and Institutional Wealth

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Relationship Manager, SME Banking

Hong Kong, Hong Kong DBS Bank

Posted 1 day ago

Job Viewed

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Job Description

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Business Function
Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.

Business Function
Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.
Responsibilities

  • To acquire new liabilities accounts, capture CASA and penetrate various fee income products to our clients with PRC/GBA as major focus
  • Monitor account performance to ensure good utilization of facilities and to control overdue situations
  • Provide prompt and courteous response to customer inquiries in respect of all aspects of banking operations
  • Liaise with other departments to solve problems encountered by customers
  • Obtain up-to-date market information in the baking industry and help develop new products
  • Comply with all regulatory requirements imposed by regulatory authorities, and policies, standards, lending guidelines and procedures of the Bank
  • Perform regulated activities, type 1 and 4 specified under the Securities and Futures Ordinance (SFO)
  • Comply with the registered capacity as well as any conditions imposed by the HKMA and other regulator bodies. This includes compliance with the applicable requirements of the Code of conduct for Persons Licensed by or Registered with the SFC
Requirements
  • Preferably degree holder in Business Administration, Marketing or Economics
  • Good credit evaluation skill and good teamwork spirit
  • Good communication in both spoken and written English and Putonghua
  • Strong interpersonal and negotiation skills
  • Must be registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7& 8; or equivalent
Primary Location
Hong Kong-The Center
Job
Relationship Management
Job Posting
Jul 10, 2025, 10:43:33 AM Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at DBS Bank by 2x

Sign in to set job alerts for “Relationship Manager” roles. Associate Relationship Manager (Hong Kong) Relationship Manager / Senior Relationship Manager Junior Relationship Manager, Corporate Banking (Ref.: CV_CBD_JRM) Customer Relationship Manager (Customer Contact Centre) (HK) Account Executive (Corporate and Lifestyle PR) Relationship Manager / Senior Relationship Manager, Corporate Banking Senior Relationship Manager, Corporate Banking (Large Corporate) Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK) Manager to AVP, Relationship Manager - NBFI Relationship Manager, Foreign Bank Business Account Executive, Mid-Market Sales, Google Customer Solutions Senior Relationship Manager, Asia Intermediaries Vice President / Director, Senior Relationship Manager, China Corporate Manager, Relationship Management, Global Incorporations Manager, Relationship Management, Global Incorporations Private Bank Relationship Manager- Wealth Management (Hong Kong) (Assistant / Deputy) Relationship Manager (Commercial Banking)

Hong Kong, Hong Kong SAR HK$475,600.00-HK$700,000.00 2 weeks ago

Relationship Manager, Middle Market, SME Banking Client Account Manager - Global Family and Institutional Wealth

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Specialist, Account Management

Checkout.com

Posted 10 days ago

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Job Description

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Direct message the job poster from Checkout.com

Checkout.com is actively looking for an enthusiastic and inventive Account Management Specialist to nurture and maintain long-term relationships with our Tier 3 and 4 merchants and partners. This is an excellent opportunity to join one of the most successful FinTech companies at a turning point of its global expansion.

You will be the business advisor and main point of contact to a merchant's post live process. You will act as the voice of our product and ambassador of our brand, delivering expertise, education, and mentorship to our merchants. The key for success here will be the ability to use your business savvy knowledge and the required gravitas to effectively communicate and influence at all levels to achieve mutually beneficial scenarios and promote our value proposition.

The ideal candidate is an independent, high-achieving individual, able to stand out in an ambitious environment and excel through self-motivation and personal drive. If you are eager to join a thriving, fast-paced, start-up company and contribute to shaping its future, this is the role for you to make a difference.

Qualifications

2+ years’ experience in a B2B Account Management, Relationship Management, Customer Success role or relevant roles (bonus if in the FinTech, Payments industry and/or payment team from a merchant side)

A strategic problem solver with excellent project management skills

Self-motivated learner and excellent organizational skills

Strong commercial sense and able to establish robust relationship with internal and external stakeholders at all levels

Multifaceted approach adapting to changing requirements with the ability to balance multiple opportunities concurrently

Passionate about learning new things and working on wide portfolio of accounts

Good negotiation, communication and presentation skills

Fluent in English and Mandarin Cantonese

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Product Management

Referrals increase your chances of interviewing at Checkout.com by 2x

Get notified about new Account Management Specialist jobs in Hong Kong, Hong Kong SAR .

Client Account Manager - Global Family and Institutional Wealth Key Account Associate/ Senior Key Account Associate/ Key Account Executive (T.O.P Team)

Eastern District, Hong Kong SAR 1 week ago

Account Executive (Professional and Executive Risks) Account Manager - Asset Management & Hedge Funds - Back to Base Business Development Executive/Account Executive Account Executive (Business Development & Account Management) Product Manager, Account Onboarding and Management Account Executive (Advertising NOT Accountancy) Account Executive - Banking and Corporates Senior Account Manager (IT Solutions, Cybersecurity, Cloud) Customer Success Manager (TAM) - Oracle Database/ Middlesware/ Infrastructure Business Analyst - Insurance (WFH/Multiple Headcounts) Account Manager - Asset Management and Hedge Funds Manager/ Associate Manager, Retail Banking Services (Account Opening and Customer Due Diligence Team)

Southern District, Hong Kong SAR 1 week ago

Sr. / Account Executive (Advertising NOT Accountancy) Assistant Account Manager (Employee Benefits)

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Specialist, Account Management

Hong Kong, Hong Kong Checkout.com

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

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Direct message the job poster from Checkout.com

Checkout.com is actively looking for an enthusiastic and inventive Account Management Specialist to nurture and maintain long-term relationships with our Tier 3 and 4 merchants and partners. This is an excellent opportunity to join one of the most successful FinTech companies at a turning point of its global expansion.

You will be the business advisor and main point of contact to a merchant's post live process. You will act as the voice of our product and ambassador of our brand, delivering expertise, education, and mentorship to our merchants. The key for success here will be the ability to use your business savvy knowledge and the required gravitas to effectively communicate and influence at all levels to achieve mutually beneficial scenarios and promote our value proposition.

The ideal candidate is an independent, high-achieving individual, able to stand out in an ambitious environment and excel through self-motivation and personal drive. If you are eager to join a thriving, fast-paced, start-up company and contribute to shaping its future, this is the role for you to make a difference.

Qualifications

2+ years’ experience in a B2B Account Management, Relationship Management, Customer Success role or relevant roles (bonus if in the FinTech, Payments industry and/or payment team from a merchant side)

A strategic problem solver with excellent project management skills

Self-motivated learner and excellent organizational skills

Strong commercial sense and able to establish robust relationship with internal and external stakeholders at all levels

Multifaceted approach adapting to changing requirements with the ability to balance multiple opportunities concurrently

Passionate about learning new things and working on wide portfolio of accounts

Good negotiation, communication and presentation skills

Fluent in English and Mandarin Cantonese

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Product Management

Referrals increase your chances of interviewing at Checkout.com by 2x

Get notified about new Account Management Specialist jobs in Hong Kong, Hong Kong SAR .

Client Account Manager - Global Family and Institutional Wealth Key Account Associate/ Senior Key Account Associate/ Key Account Executive (T.O.P Team)

Eastern District, Hong Kong SAR 1 week ago

Account Executive (Professional and Executive Risks) Account Manager - Asset Management & Hedge Funds - Back to Base Business Development Executive/Account Executive Account Executive (Business Development & Account Management) Product Manager, Account Onboarding and Management Account Executive (Advertising NOT Accountancy) Account Executive - Banking and Corporates Senior Account Manager (IT Solutions, Cybersecurity, Cloud) Customer Success Manager (TAM) - Oracle Database/ Middlesware/ Infrastructure Business Analyst - Insurance (WFH/Multiple Headcounts) Account Manager - Asset Management and Hedge Funds Manager/ Associate Manager, Retail Banking Services (Account Opening and Customer Due Diligence Team)

Southern District, Hong Kong SAR 1 week ago

Sr. / Account Executive (Advertising NOT Accountancy) Assistant Account Manager (Employee Benefits)

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Senior Personal Banking Executive - Premier Relationship - CCRC

HSBC

Posted today

Job Viewed

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Job Description

Join to apply for the Senior Personal Banking Executive - Premier Relationship - CCRC role at HSBC

1 day ago Be among the first 25 applicants

Join to apply for the Senior Personal Banking Executive - Premier Relationship - CCRC role at HSBC

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Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) Hong Kong helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. We have four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Senior Wealth and Personal Banking Executive.

In this role you will

  • Provide quality services and resolve our top tier customers' queries efficiently using insights from our innovative technology and solutions
  • Work closely with our top tier customers, understand their needs and recommend appropriate financial services and solutions
  • Achieve individual performance expectation, develop your career with a clear progression path
  • Benefit from extensive training, learning opportunities, support from your peers and managers and exposure to a wide variety of financial products, services and technologies

Requirements

To be successful you will need

  • A holder of High Diploma, equivalent or above
  • Fluency in Cantonese, English and Mandarin and ability to read and write in Chinese and English
  • Banking experience is not essential. We will provide comprehensive training to help you progress in your career and gain your professional licensing qualifications
  • Candidate with customer service experience is preferred
  • License holder of HKSI 1,7,8 or IIQE 1, 2, 3 is preferred

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service and Finance
  • Industries Banking

Referrals increase your chances of interviewing at HSBC by 2x

Get notified about new Senior Executive jobs in Tai Kok Tsui, Hong Kong SAR .

Senior Executive Assistant, Investment Banking - Hong Kong

New Territories, Hong Kong SAR 6 days ago

Senior Manager, Chief of Staff Office (HK) Senior Executive/ Assistant Manager, Business Development ( F&B or Tour Vertical) Senior Officer to Senior Manager, Business Management (Institutions Department) Executive Search Front Office, Vice President Vice President / Director, Senior Relationship Manager, China Corporate

Kowloon City District, Hong Kong SAR 1 day ago

SAINT LAURENT Senior Retail Excellence Manager, Hong Kong and Macau Senior Guest Relations Executive - The Eighth Executive Director – Capital Markets & Strategic Partnerships Senior Executive/ Executive, Business Development ( Travel/ Lifestyle) Assistant Manager/ Senior Officer, Business Operations Office Deputy Manager to Senior Manager, Complaints Team Senior Manager, Partnership/Business Partnership Manager Senior Consultant / Assistant Manager | Strategy & Operation | HKD 45K - HKD 80K / month | Inhouse | Leading FSI HR and Admin Manager / Senior HR and Admin Officer Senior Strategic Partnership & Growth Executive

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Senior Personal Banking Executive - Premier Relationship - CCRC

New
Kowloon, Kowloon HSBC

Posted today

Job Viewed

Tap Again To Close

Job Description

Join to apply for the Senior Personal Banking Executive - Premier Relationship - CCRC role at HSBC

1 day ago Be among the first 25 applicants

Join to apply for the Senior Personal Banking Executive - Premier Relationship - CCRC role at HSBC

Get AI-powered advice on this job and more exclusive features.

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) Hong Kong helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. We have four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Senior Wealth and Personal Banking Executive.

In this role you will

  • Provide quality services and resolve our top tier customers' queries efficiently using insights from our innovative technology and solutions
  • Work closely with our top tier customers, understand their needs and recommend appropriate financial services and solutions
  • Achieve individual performance expectation, develop your career with a clear progression path
  • Benefit from extensive training, learning opportunities, support from your peers and managers and exposure to a wide variety of financial products, services and technologies

Requirements

To be successful you will need

  • A holder of High Diploma, equivalent or above
  • Fluency in Cantonese, English and Mandarin and ability to read and write in Chinese and English
  • Banking experience is not essential. We will provide comprehensive training to help you progress in your career and gain your professional licensing qualifications
  • Candidate with customer service experience is preferred
  • License holder of HKSI 1,7,8 or IIQE 1, 2, 3 is preferred

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Customer Service and Finance
  • Industries Banking

Referrals increase your chances of interviewing at HSBC by 2x

Get notified about new Senior Executive jobs in Tai Kok Tsui, Hong Kong SAR .

Senior Executive Assistant, Investment Banking - Hong Kong

New Territories, Hong Kong SAR 6 days ago

Senior Manager, Chief of Staff Office (HK) Senior Executive/ Assistant Manager, Business Development ( F&B or Tour Vertical) Senior Officer to Senior Manager, Business Management (Institutions Department) Executive Search Front Office, Vice President Vice President / Director, Senior Relationship Manager, China Corporate

Kowloon City District, Hong Kong SAR 1 day ago

SAINT LAURENT Senior Retail Excellence Manager, Hong Kong and Macau Senior Guest Relations Executive - The Eighth Executive Director – Capital Markets & Strategic Partnerships Senior Executive/ Executive, Business Development ( Travel/ Lifestyle) Assistant Manager/ Senior Officer, Business Operations Office Deputy Manager to Senior Manager, Complaints Team Senior Manager, Partnership/Business Partnership Manager Senior Consultant / Assistant Manager | Strategy & Operation | HKD 45K - HKD 80K / month | Inhouse | Leading FSI HR and Admin Manager / Senior HR and Admin Officer Senior Strategic Partnership & Growth Executive

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Client Account Management Associate

YipitData

Posted 10 days ago

Job Viewed

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Job Description

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5 days ago Be among the first 25 applicants

Join to apply for the Client Account Management Associate role at YipitData

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About Us:

YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to $475M from The Carlyle Group at a valuation over $B.

About Us:

YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to 475M from The Carlyle Group at a valuation over 1B.

We analyze billions of alternative data points every day to provide accurate, detailed insights on ridesharing, e-commerce marketplaces, payments, and more. Our on-demand insights team uses proprietary technology to identify, license, clean, and analyze the data many of the world’s largest investment funds and corporations depend on.

For three years and counting, we have been recognized as one ofInc’s Best Workplaces . We are a fast-growing technology company backed by The Carlyle Group and Norwest Venture Partners. Our offices are located in NYC, Austin, Miami, Denver, Mountain View, Seattle, Hong Kong, Shanghai, Beijing, Guangzhou, and Singapore. We cultivate a people-centric culture focused on mastery, ownership, and transparency.

About The Role:

We are looking for an entrepreneurial and motivated Client Account Management Associate (official title: Client Strategy Associate) to join our team and support our growing client base across the Asia Pacific market. You will become a core contributor of our team and help our clients maximize the value of our product offering.

As our APAC Client Strategy Associate , you will be interacting with some of the most sophisticated investors in the market to identify engagement opportunities, and cultivate meaningful client relationships by mastering various account management skills including, but not limited to:

  • Finding new and creative ways to drive value and grow user engagement
  • Becoming a trusted resource for our clients by ensuring they are getting the most value from our research
  • Being experts on our products and the associated investment narratives
  • Identifying and executing expansion opportunities, risk mitigation and engagement strategies

You Are Likely To Succeed, If:

  • You have professional fluency (oral and written) in English and Mandarin
  • Strong positive if you have 1 to 3 years of experience working in the expert network or financial industry
  • You are a true believer of our data-powered product and have a genuine interest in the financial markets
  • You are resourceful, resilient, excited to learn, and have strong oral and written communication - including great questioning skills
  • You are effective at clearly communicating complex ideas to a wide range of audiences
  • You are a master of judgment when handling a wide variety of client situations and communications
  • You are sensitive to clients’ needs and can build strong relationships
  • You can manage a high-touch, high-volume client base
  • You are positive, a self-starter and a team player

What We Offer:

  • Our compensation package includes highly competitive salary & commission plan
  • Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary face-time, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust.
  • To learn more about our culture and values, check out our Company page!

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.

Job Applicant Privacy Notice

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Market Research

Referrals increase your chances of interviewing at YipitData by 2x

Sign in to set job alerts for “Account Associate” roles. Account Executive (Open to 2025 Graduates) (Fresh Graduate Welcome) Company Secretarial Assistant/ Officer

Wan Chai District, Hong Kong SAR 1 week ago

Hong Kong SAR HK$12,000.00 HK 13,999.00 3 months ago

Assistant Manager - Key Account, Premium Cosmetics Division

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

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Client Account Management Associate

Hong Kong, Hong Kong YipitData

Posted 9 days ago

Job Viewed

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Job Description

Join to apply for the Client Account Management Associate role at YipitData

5 days ago Be among the first 25 applicants

Join to apply for the Client Account Management Associate role at YipitData

Get AI-powered advice on this job and more exclusive features.

About Us:
YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to $475M from The Carlyle Group at a valuation over $B.

About Us:
YipitData is the leading market research and analytics firm for the disruptive economy and recently raised up to 475M from The Carlyle Group at a valuation over 1B.
We analyze billions of alternative data points every day to provide accurate, detailed insights on ridesharing, e-commerce marketplaces, payments, and more. Our on-demand insights team uses proprietary technology to identify, license, clean, and analyze the data many of the world’s largest investment funds and corporations depend on.
For three years and counting, we have been recognized as one ofInc’s Best Workplaces . We are a fast-growing technology company backed by The Carlyle Group and Norwest Venture Partners. Our offices are located in NYC, Austin, Miami, Denver, Mountain View, Seattle, Hong Kong, Shanghai, Beijing, Guangzhou, and Singapore. We cultivate a people-centric culture focused on mastery, ownership, and transparency.
About The Role:
We are looking for an entrepreneurial and motivated Client Account Management Associate (official title: Client Strategy Associate) to join our team and support our growing client base across the Asia Pacific market. You will become a core contributor of our team and help our clients maximize the value of our product offering.
As our APAC Client Strategy Associate , you will be interacting with some of the most sophisticated investors in the market to identify engagement opportunities, and cultivate meaningful client relationships by mastering various account management skills including, but not limited to:

  • Finding new and creative ways to drive value and grow user engagement
  • Becoming a trusted resource for our clients by ensuring they are getting the most value from our research
  • Being experts on our products and the associated investment narratives
  • Identifying and executing expansion opportunities, risk mitigation and engagement strategies
You Are Likely To Succeed, If:
  • You have professional fluency (oral and written) in English and Mandarin
  • Strong positive if you have 1 to 3 years of experience working in the expert network or financial industry
  • You are a true believer of our data-powered product and have a genuine interest in the financial markets
  • You are resourceful, resilient, excited to learn, and have strong oral and written communication - including great questioning skills
  • You are effective at clearly communicating complex ideas to a wide range of audiences
  • You are a master of judgment when handling a wide variety of client situations and communications
  • You are sensitive to clients’ needs and can build strong relationships
  • You can manage a high-touch, high-volume client base
  • You are positive, a self-starter and a team player
What We Offer:
  • Our compensation package includes highly competitive salary & commission plan
  • Your growth at YipitData is determined by the impact that you are making, not by tenure, unnecessary face-time, or office politics. Everyone at YipitData is empowered to learn, self-improve, and master their skills in an environment focused on ownership, respect, and trust.
  • To learn more about our culture and values, check out our Company page!
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
Job Applicant Privacy Notice Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Market Research

Referrals increase your chances of interviewing at YipitData by 2x

Sign in to set job alerts for “Account Associate” roles. Account Executive (Open to 2025 Graduates) (Fresh Graduate Welcome) Company Secretarial Assistant/ Officer

Wan Chai District, Hong Kong SAR 1 week ago

Hong Kong SAR HK$12,000.00 HK 13,999.00 3 months ago

Assistant Manager - Key Account, Premium Cosmetics Division

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

Hong Kong, Hong Kong SAR HK 240,000.00-HK 300,000.00 3 months ago

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Branch Service Executive/General Banking Manager/Customer Relationship Manager(HK)

Hang Seng Bank

Posted 10 days ago

Job Viewed

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Job Description

Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK)

Join to apply for the Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK) role at Hang Seng Bank

Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK)

10 months ago Be among the first 25 applicants

Join to apply for the Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK) role at Hang Seng Bank

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Job Description

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Retail Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

We are currently seeking a high-calibre professional to join our team, to undergo a structured training in order to develop a wide-spectrum of retail banking product knowledge and pave way for further career development.

Our Employees Are The Most Valuable Resources In The Bank. We Are Committed To Providing You With The Optimal Workplace Experience. Here Is a Taste Of What We Have On Offer

  • Attractive basic salary
  • Healthcare insurance coverage including yourself and your family
  • Retirement benefit scheme with employer’s contribution
  • Employee Share Purchase Plan
  • Work-life balance: 18-30 days paid annual leave plus other categories of leave entitlements e.g. birthday, marriage, maternity and paternity, study, volunteer work
  • Preferential interest rate for staff housing loan of up to 100% of property valuation or purchase price
  • Recognizable corporate training and development program
  • Progressive career advancement opportunities


Principal Responsibilities

  • Provide quality customer service to our retail customers in branch network
  • Proactively identify customer needs and offer appropriate banking services and solutions
  • Participate in promotional campaigns to acquire new business and strengthen customer loyalty
  • Maintain awareness of operational risks and adhere to relevant policies and guidelines


Requirements

  • University degree / Associate degree holders; or HKCEE / HKDSE holders plus relevant working experience. Candidate with less experience or fresh graduate are also welcome.
  • Relevant professional qualification in insurance and investment is an advantage
  • Strong service and sales orientation, self-motivated with good communication skills
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment


Work location will be subject to change and to be decided by Line Management upon joining

If you would like to explore other opportunities at Hang Seng Hong Kong, please visit for details.

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Banking

Referrals increase your chances of interviewing at Hang Seng Bank by 2x

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Officer, Contact Center Customer Service

Kowloon City District, Hong Kong SAR 3 days ago

Corporate Customer Service Executive (Part-Time) Assistant Customer Service Manager, Customer Relations Customer Care Advisor (English Speaking) Guest Service Executive (At Your Service) Senior Customer Service Officer - FMCG/Consumer Senior Customer Service Executive (Call Centre) Senior Customer Service Executive (Call Centre)

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Branch Service Executive/General Banking Manager/Customer Relationship Manager(HK)

Hong Kong, Hong Kong Hang Seng Bank

Posted 3 days ago

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Job Description

Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK)

Join to apply for the Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK) role at Hang Seng Bank

Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK)

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Join to apply for the Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK) role at Hang Seng Bank

A Career with Hang Seng Bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Job Description
A Career with Hang Seng Bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Retail Distribution
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management
We are currently seeking a high-calibre professional to join our team, to undergo a structured training in order to develop a wide-spectrum of retail banking product knowledge and pave way for further career development.
Our Employees Are The Most Valuable Resources In The Bank. We Are Committed To Providing You With The Optimal Workplace Experience. Here Is a Taste Of What We Have On Offer

  • Attractive basic salary
  • Healthcare insurance coverage including yourself and your family
  • Retirement benefit scheme with employer’s contribution
  • Employee Share Purchase Plan
  • Work-life balance: 18-30 days paid annual leave plus other categories of leave entitlements e.g. birthday, marriage, maternity and paternity, study, volunteer work
  • Preferential interest rate for staff housing loan of up to 100% of property valuation or purchase price
  • Recognizable corporate training and development program
  • Progressive career advancement opportunities
Principal Responsibilities
  • Provide quality customer service to our retail customers in branch network
  • Proactively identify customer needs and offer appropriate banking services and solutions
  • Participate in promotional campaigns to acquire new business and strengthen customer loyalty
  • Maintain awareness of operational risks and adhere to relevant policies and guidelines
Requirements
  • University degree / Associate degree holders; or HKCEE / HKDSE holders plus relevant working experience. Candidate with less experience or fresh graduate are also welcome.
  • Relevant professional qualification in insurance and investment is an advantage
  • Strong service and sales orientation, self-motivated with good communication skills
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
Work location will be subject to change and to be decided by Line Management upon joining
If you would like to explore other opportunities at Hang Seng Hong Kong, please visit for details. Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries Banking

Referrals increase your chances of interviewing at Hang Seng Bank by 2x

Get notified about new Service Executive jobs in Causeway Bay, Hong Kong SAR .

Officer, Contact Center Customer Service

Kowloon City District, Hong Kong SAR 3 days ago

Corporate Customer Service Executive (Part-Time) Assistant Customer Service Manager, Customer Relations Customer Care Advisor (English Speaking) Guest Service Executive (At Your Service) Senior Customer Service Officer - FMCG/Consumer Senior Customer Service Executive (Call Centre) Senior Customer Service Executive (Call Centre)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
 

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