What Jobs are available for Relationship Manager in Hong Kong?

Responsibilities:

• Manage and enhance the portfolio of commercial clients by cross-selling different banking products and services;
• Acquire new customers and solicit new business opportunities:
• Develop and maintain customer relationship with existing and potential clients by providing customized and professional financial solutions in areas of commercial lending and trade financing;
• Conduct credit analysis and prepare credit proposal.

Requirements:

• University graduate in Banking / Finance or related discipline;
• Minimum of 5 years experience in Commercial Banking with at least 3 years in Relationship Manager;
• Experience of handling Taiwan Corporate clients is preferable;
• Sound knowledge of the principles of commercial credit and lending policies and standards
• Proficiency in the financial services/products, e.g. trade finance, cash management and treasury products
• Proficient in written and spoken English and Chinese (fluent in Mandarin is a must);
• Good presentation and negotiation skills;
• Travelling to Mainland China for business visit is required.

Responsibilities

• Develop & maintain a portfolio of corporate accounts mainly Chinese based corporates
• Prepare credit proposals in full and analyze customers' credit worthiness
• Solicit new prospective corporate customers and cross-sell other bank's products & services

Requirements

• University graduate in Business Administration, Accounting, Finance, Economics or related disciplines
• Minimum 3 years' solid experience in corporate lending and marketing
• Good credit analysis, report writing and communication skills
• Self-motivated, independent and able to work under pressure
• Proficient in both spoken and written English and Chinese, Putonghua is preferred
• Relevant Enhanced Competency Framework (ECF) qualification is preferable

Benefit / Other Information:

• 5-day week
• Discretionary bonus
• Education subsidies
• Birthday leave
• Marriage leave
• Extra maternity leave
• Extra Paternity Leave
• Examination leave
• Insurance plan
• Medical plan
• Family medical plan
• Dental plan

We offer competitive remuneration package and promising career opportunities to the successful candidates. Interested parties, please send full resume with current & expected salary and the date of availability to The HR Division, G.P.O. Box 2535, HK , or by clicking Apply Now. Please quote reference on your application. Information provided will be treated in strict confidence and only be used for recruitment purposes. Personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.

We are seeking a skilled and client-focused Relationship Manager with Securities and Futures Commission (SFC) Type 1 (Dealing in Securities) and Type 7 (Providing Automated Trading Services) licenses to join our wealth management team. The Private Banker will manage and grow a portfolio of high-net-worth clients, providing tailored financial solutions, including securities trading and automated trading services, while ensuring compliance with SFC regulations. This role demands expertise in investment products, financial planning, and exceptional relationship management.

Key Responsibilities

• Client Relationship Management: Build and maintain long-term relationships with high-net-worth individuals and families, serving as their primary advisor for financial and investment needs.
• Financial Planning & Securities Trading: Develop customized financial plans and execute securities transactions (SFC Type 1), including equities, bonds, and derivatives, aligned with client objectives.
• Automated Trading Services: Provide and oversee automated trading strategies and platforms (SFC Type 7) to optimize client investment outcomes.
• Portfolio Management: Recommend and manage diversified investment portfolios, including securities, alternative investments, and structured products tailored to client risk profiles.
• Business Development: Acquire new high-net-worth clients through referrals, networking, and strategic outreach to expand the client portfolio.
• Regulatory Compliance: Ensure all activities comply with SFC regulations, including Anti-Money Laundering (AML) and Know Your Client (KYC) requirements, and maintain accurate records.
• Collaboration: Partner with internal teams, such as investment advisors, compliance officers, and technology specialists, to deliver comprehensive wealth management and trading solutions.
• Market Awareness: Stay updated on market trends, economic developments, and advancements in automated trading technologies to provide clients with cutting-edge advice.
• Client Education: Educate clients on securities, automated trading systems, market conditions, and investment opportunities to support informed decision-making.

Qualifications

• Education: Bachelor's degree in Finance, Business, Economics, or a related field. Advanced degrees (MBA, CFA, CFP) are highly preferred.
• Licenses: Valid SFC Type 1 (Dealing in Securities) and Type 7 (Providing Automated Trading Services) licenses are mandatory.
• Experience: Minimum of 5 years of experience in private banking, wealth management, or a related financial services role, with a focus on securities trading and/or automated trading systems.

Skills:

• Exceptional interpersonal and communication skills to build trust with high-net-worth clients.
• In-depth knowledge of securities markets, investment products, and automated trading technologies.
• Proven ability to acquire and retain high-net-worth clients.
• Strong analytical skills to assess financial data and develop tailored investment strategies.
• Proficiency in financial planning software, trading platforms, and CRM tools.
• Certifications: Additional certifications such as CFA, CFP, or other relevant SFC licenses (e.g., Type 4 or 9) are a plus.
• Attributes: Discretion, professionalism, and a client-centric mindset. Ability to work independently and collaboratively in a fast-paced environment.

Requirements

• Strict adherence to SFC regulatory requirements and ethical standards.
• Ability to maintain confidentiality and handle sensitive financial information.
• Strong understanding of AML, KYC, and other compliance obligations.
• Willingness to travel to meet clients as needed.
• Availability to work flexible hours to accommodate client schedules and market hours.

Responsiblities:

• Building tight relationship with HNW clients to complete team AUM and revenue target.
• Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile
• Support marketing team to build HNW activities based on the team resources
• Be in responsible for the HNW client services, including account opening, maintenance, and other related tasks Manage the credit quality and monitor the margin level
• Work on ad hoc projects and tasks assigned by the management

Requirements:

• Bachelor's degree or above, preferably in Finance, Economics, or a related field;
• A minimum of 3 years of relevant working experience in private banking or private wealth management, with a focus on the private banking sector;
• Excellent command of spoken and written English, Mandarin and Cantonese ;
• High level of customer-centric mindset to deliver exceptional quality services for customers;
• Strong network in HNW clients and solid experience in business development;
• Familiarity with PWM business processes and relevant regulations, with a strong sense of risk awareness and compliance.
• SFC Licensed type 1 and 4 or - HKSI LE Paper 1,7 & 8 or equivalent.

Hex Trust, established in 2018, offers fully regulated institutional digital asset market services, custody, and staking to builders, investors, and service providers. Leveraging the expertise of veteran banking technologists and award-winning financial services leaders, Hex Trust continues to innovate with its proprietary institutional-grade platform, providing secure and integrated solutions. Hex Trust holds licenses and certifications ensuring 24/7 global coverage across Hong Kong, Singapore, Dubai, France, and Italy. This dedication is reflected in our significant growth, with offices in major markets throughout Asia, the Middle East, and Europe.

Position Summary

Hex Trust is extending its market-leading custody, 24/7 OTC, and yield solutions to the private wealth segment—and we're hiring top-performing Relationship Managers to lead this growth.

If you're an experienced sales professional in digital assets or financial services, this is your chance to drive new client acquisition and revenue in a high-growth environment.

We want energetic, knowledgeable, and persistent individuals who can work independently, build strong relationships, and help take our business to the next level.

Duties & Responsibilities

• Establish and grow long-term relationships with High Net Worth Individuals (HNWI), family offices, and private wealth channels, contributing to increased AUM, trading volume, and product adoption
• Cultivate and expand partnerships with relevant distribution partners and intermediaries to further drive growth in AUM
• Lead prospect and client meetings, clearly articulating Hex Trust's value proposition and capturing feedback for continuous improvement
• Identify cross-selling opportunities across trading, structured products, and lending solutions to deepen client engagement
• Oversee smooth onboarding and ongoing relationship management in collaboration with compliance, legal, and operations
• Deliver best-in-class, white-glove service—positioning Hex Trust as the most trusted partner for private clients and family offices in digital assets

Requirements

• 3-8 years of experience in relationship management, private banking, wealth management, and/or institutional/crypto financial services
• Demonstrated success in growing AUM and managing sophisticated private clients or family office accounts
• Strong knowledge of financial markets and investment products; digital asset familiarity required
• Proven ability to deliver high-touch, client-first service in a demanding environment
• Excellent communication, presentation, and negotiation skills with credibility in front of senior stakeholders
• Entrepreneurial, adaptable, and proactive in identifying solutions and opportunities
• Fluency in English and Chinese is required;

Candidates who do not tick all the boxes are still encouraged to apply, those with less experience will still be considered for the position but with relevant adjustments to seniority.

Benefits

As one of the leading Web3 innovators,
Hex Trust
offers a front-row seat in the ever-changing blockchain & crypto industry. We genuinely believe that people are our greatest asset, and invest heavily so they're best prepared to support our mission to unlock ownership in decentralized markets You will be joining a company that is always committed to creating a supportive & inclusive environment that promotes personal and professional growth that furthers your success and drives innovation, collaboration, and passion in the blockchain space.

At Hex Trust, we are proud of our
H.E.X.
culture:

• Heart
• Empowerment
• Xcellence

Join us at Hex Trust and not only can you look forward to working with blockchain professionals to build the decentralized future, but also:

• Competitive Salaries & Bonuses
• Generous Amounts of Paid Time Off (incl. leave for Birthdays, Work Anniversary, and Mental Health etc.)
• Access to Corporate Discounts and exclusive Employer Perks
• Medical & Retirement Plans
• Professional Learning and Development Opportunities
• Elevate your work using cutting-edge technology
• Fun & friendly office spaces in Hong Kong, Singapore, Dubai and Vietnam
• Regular company & social events

Hex Trust is an equal-opportunity employer devoted to diversity and inclusion in the workplace. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status or disability status.

Relationship Manager - Corporate Banking

Responsibilities:

• Explore new business and maintain existing client relationships with PE funds and/or corporates in PRC and APAC regions;
• Originate transactions including but not limited to syndicated loans, leveraged finance, bond issuance, hedging and cash managements;
• Ensure all business transactions are executed and duly recorded and comply with related internal policies and procedures, and all regulatory requirements;
• Analyse complex structure and identify key risks and mitigations of potential deals;
• Familiar with Banking Ordinance, HKMA and Securities and Futures Ordinance as well as banking guidelines in PRC and APAC regions;
• Coach Assistant Relationship Managers on daily operations.

Requirements:

• Degree holder in Business or Finance or related disciplines;
• CFA holder or prior leveraged finance experience will be an advantage;
• At least 5 years of banking experience as Relationship Manager with track record of new client acquisitions;
• Good knowledge and skills in corporate banking products and credit analysis;
• Frequent travelling to China for business visit is required;
• Good communication and presentation skills;
• Fluent in written and spoken English and Chinese, especially Mandarin.

Relationship Manager - Commercial Banking

Responsibilities:

• Explore new business relationships in the segment of mid-cap businesses to the bank;
• Prepare financial analysis and credit proposals as well as make presentations for credit approval;
• Build up loan and deposit target assigned by the bank;
• Develop banking relationships by cross-selling different banking products and services of the bank;
• Maintain a healthy and profitable loan portfolio;
• Uphold credit policy and lending guidelines to maintain a balanced approach to risk management;
• Coach assistant relationship manager.

Requirements:

• Degree holder in Business or Finance or related disciplines;
• At least 5 years of banking experience as a Relationship Manager with the good business network in commercial banking;
• Good knowledge and skills in commercial banking products and credit analysis;
• Good communication and presentation skills;
• A team player who can work independently and under work pressure;
• Fluent in written and spoken English and Chinese (including Cantonese and Mandarin);
• Occasional travel is required

Attractive remuneration and fringe benefits will be offered to the successful candidate.

Interested candidates should apply with a detailed resume and present and expected salaries by clicking the Quick Apply button.

All information received will be treated in strict confidence and used for recruitment only.

Only shortlisted candidates will be notified.

Monthly salary up to HK$52,000 (depends on experience) plus quarterly incentive and year-end bonus

We are hiring Relationship Managers for a global bank to support its business growth. If you have front line working experience within banking or have previous good customer service experience, join the team now The bank will provide full training to support your career growth.

Responsibilities

• Developing and establishing long term relationships with an assigned high-net-worth portfolio
• Managing the total wealth of clients by mapping financial products and services to meet their needs, including but not limited to investment, insurance and other banking products
• Identifying prospective financial needs of clients with genuine curiosity
• Working closely with product specialists to provide professional advisory to clients
• Referring prospective clients to other business units where appropriate
• Supporting in-branch promotions
• Adhering to local and global compliance by fulfilling audit requirements and quality assurance
• Adhering to operational integrity and business principles as required

Benefits

• Monthly salary up to HK$52,000 (depends on experience)
• Quarterly incentives and year-end bonus
• 24 days annual leave and 1 day birthday leave
• Additional leave such as marriage and maternity/paternity leave
• Medical and dental coverage for you and your dependents
• Enjoy employer pension contribution of up to 13% of monthly basic salary
• Staff housing loan up to 100% of the valuation or purchase price
• Employee banking services including loans, credit facilities, and credit cards
• Friendly working culture with full support from your peers, product experts and managers

Requirement

• Holder of bachelor degree, preferably in finance, business or related disciplines
• Holder of IIQE Paper 1,2,3 and HKSI Paper 1,7,8
• At least 3 years of client servicing experiences in banking or financial industry
• Good command of both verbal and written English and Cantonese, Mandarin is a definite plus
• Advanced knowledge of the financial markets, both investment and insurance
• Strong sales and communication skills
• Customer centric mindset with commitment to deliver quality service
• Mature and independent, able to work under pressure
• Strong commercial orientation with acute interpersonal skills
• Candidate without banking background or less experience may be considered as Relationship Officer

Responsibilities:

1. Manage and enhance existing portfolio and development of quality trade finance business relationships and other financial products in accordance with the Bank's strategy and vision.
2. Develop and maintain customer relationship with existing and prospective corporate/commercial clients by providing professional financial solutions in areas of corporate lending and trade financing.
3. Participate in the origination / structuring of syndicated loans if necessary.
4. Prepare credit proposals and conduct regular credit review.
5. Customize financial solutions for working capital and other financial products required by corporate clients.

Requirements:

1. Degree or above in Banking, Business Administration, Finance or related disciplines.
2. Min. 5 years relevant experience in Corporate Banking, with proven track record in executing syndicated loans and project finance.
3. Holder of professional certificate under the ECF/ QF/ issued by any industry institutes, professional bodies will be an definitely advantage
4. With good proven record in new clients cultivation.
5. Good communication and interpersonal skills
6. Good command in both written and spoken English and Chinese, Mandarin is a must.
7. Application with no expected salary and latest salary may not be considered.
8. Immediate available is highly preferred.

*The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected.

Apply Methods

Applicants may send C.V. indicating expected salary by clicking "Apply Now"

For other vacancies, please visit our website at 

Responsibilities:

• Liaison with non-bank FIs, especially investment banks/institutions, and explore business opportunities according to their requirements, develop marketing strategies
• Build up relationship with potential business partners, especially investment bank clients
• Prepare and complete credit risk assessment and credit risk review on non-bank FIs to manage credit lines of any Targets Customers and ensure major credit relations between CMB Wing Lung Bank and Targets Customers are prudent and in full compliance with regulatory requirements
• Ensure compliance with all legal and regulatory requirements
• Study the Targets Customers requirement and explore market opportunities to initiate the new product development
• Conduct new product due diligence and prepare new product proposal, which include product characteristics, market projection, cost & benefit analysis, risk assessment, procedural manual and detailed operation flow.
• Promote and cross-sell other products of CMBWLB
• Promote CMBWLB's name by arranging visits, formulating and executing PR functions e.g. seminars, luncheons, receptions etc.
• Coordinate and tackle with the inquiries/ problems raised by internal departments / Targets Customers
• Initiate and coordinate with the related departments on the proposed new product's compliance, risk assessment and system enhancement
• Coordinate and participate in the integration of systems and operations that interface with product strategy.
• Assessment of Targets Customers in accounts opening and closing to facilitate business flow

Requirements:

• Bachelor degree or above in Business or related discipline
• Qualification in ECF is preferred
• Minimum 4 years of experience in financial industry, preferably in investment banking industry
• Strong negotiation, communication and presentation skills
• General understanding of the economic, commercial, political and business environment of Chinese region
• Solid relationship building and management skills
• Self-motivated and independent working ability
• Good written and communications skills in English, Putonghua and Cantonese