Relationship Manager - Wealth Management ( Base HKD 40-50K base)

Role Summary

The Relationship Manager focuses on client retention and growth for high-wealth clients, deepening existing relationships and expanding wallet share through personalised service and proactive financial planning.

Key Responsibilities

• Maintain strong relationships with existing HWN clients as their primary point of contact, ensuring high retention rates and satisfaction.

• Conduct regular portfolio reviews and needs assessments to identify opportunities for growth within current client base.

• Proactively propose tailored solutions (investments, loans, insurance, structured products) to deepen relationships and increase AUM/revenue from existing clients.

• Drive client growth by identifying cross-sell/up-sell opportunities and acquiring referrals from satisfied clients.

• Organise client events, seminars and one-on-one meetings to strengthen engagement and loyalty.

• Monitor client portfolios, risk profiles and life events to anticipate needs and prevent attrition.

• Collaborate with product and support teams to deliver seamless service that exceeds client expectations.

• Track and report on client retention metrics, revenue growth per client, and relationship health indicators.

• Handle escalations and ensure timely resolution of client concerns to maintain trust.

• Achieve KPIs focused on client retention rate (>95%), revenue per client growth, and AUM expansion.

Requirements

• 3+ years RM/Private Banking experience with proven client retention and growth track record.

• Strong relationship-building skills with ability to nurture long-term HNW client loyalty.

• Deep product knowledge across wealth management solutions.

• Excellent communication and empathy; fluent in English, Cantonese and Mandarin.

• Data-driven with experience using CRM systems to track client engagement.

• Existing HWN client network highly advantageous.