Job Snapshot

Hong Kong Central
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Job Summary

Job Description Summary

The Relationship Associate performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.


On a daily basis, the Relationship Manager will be responsible for the following

  • Actively calling on clients to deepen relationships with affluent clients and proactively owning, responding to and anticipating any future needs, challenges or risks
  • Uncovering customers’ underlying needs and expectations
  • Introducing a wide range of investment, wealth management and treasury products to assist clients in building and strengthening an effective portfolio
  • Delivering superior customer experience by proactive sharing markets updates, trend and intelligence
  • Partnering with product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
  • Being forward thinking and planning ahead for ways that can differentiate itself from competitors
  • Leveraging the expertise and capabilities of other businesses to better achieve mutual business goals together
  • Networking with clients in order to create new business contacts
  • Driving innovation on the solutions we provide clients and further developing our business

A successful Relationship Manager has these skills

  • A good understanding of their role as a key builder and protector of the strong GCB culture that enables our teams to deliver remarkable experiences to clients
  • Sound knowledge on banking, wealth management and investment products and process as well as a track record of providing sound banking and financial advice and solution to clients
  • An optimistic and proactive approach to finding new opportunities for clients, delivers a simple, secure and seamless client experience
  • Strong financial and analytic skills, and the resilience to quickly adapt priorities based on the latest data insights
  • Ability to embrace new technology and understand the role digitization plays in the experience we deliver for our clients

Typically, someone in this role has the following experience

  • A minimum of two years’ relationship management experience in retail banking industry
  • University graduate in finance, economics, engineering or related disciplines, with a strong interest in treasury products
  • Chartered Financial Analyst (“CFA”), Certified Financial Planner (“CFP”) or Certified Financial Marketing Planner (“CFMP”) is preferable, Qualified Financial Risk Manager ("FRM") is an advantage
  • Achievement and result-oriented, with an aim to excel himself/herself
  • Mature, independent, with excellent communication and relationship building skills
  • A self-starter with passion, confidence and good team spirit
  • Holder of HKSI LE paper 1, 7 & 8 and IIQE paper 1, 2, 3 & 5 or equivalent 
  • Good command of English, Cantonese and Mandarin