Job Description

About the Role

We are looking for a Chinese-speaking Relationship Manager to manage and grow a portfolio of clients by providing suitable banking and financial solutions.

This role is ideal for someone with experience in banking, relationship management, sales, or client servicing who is confident in engaging Mandarin-speaking clients, building long-term relationships, and identifying business opportunities through cross-selling and upselling.

Key Responsibilities

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  Manage and maintain strong relationships with existing Chinese-speaking clients and business partners.
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  Identify opportunities to grow the client portfolio through referrals, cross-selling, and upselling of banking products and services.
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  Understand client needs and recommend suitable financial solutions based on their personal or business banking requirements.
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  Handle client inquiries, concerns, and service requests in a timely and professional manner.
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  Deliver excellent client service while supporting the bank's operational and service standards.
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  Monitor account performance, client activity, risk exposure, and compliance requirements.
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  Ensure client transactions and account activities follow internal policies and regulatory guidelines.
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  Stay updated on banking products, market trends, industry developments, and competitor activities.
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  Work closely with internal teams to support smooth client onboarding, account servicing, and issue resolution.

Qualifications

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  At least 2–5 years of experience in banking, relationship management, sales, or client servicing.
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  Fluent in Mandarin and English, both spoken and written.
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  Cantonese language skills are an advantage.
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  Strong communication, negotiation, and interpersonal skills.
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  Experience in client acquisition, portfolio management, cross-selling, or upselling is preferred.
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  Knowledge of banking products, financial services, and basic compliance requirements.
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  Client-focused, sales-driven, and comfortable managing high-value client relationships.
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  Willing to work onsite or hybrid, depending on business requirements.