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Open nowFirst seen 5 days ago

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

NexusSearch International Limited96 open roles

Where
Hong Kong, Hong Kong SAR, Hong Kong
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Your applicationOpen nowRelationship Manager - Wealth Management ( Base HKD 40-50K base)NexusSearch International Limited · Hong Kong, Hong Kong SAR, Hong Kong

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on NexusSearch International Limited's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

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.
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  4. Every reply, sorted

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