VP, Relationship Manager (NBFI, Up to 70k+)
Hong Kong
- Leading Chinese Securities Firm
- Competitive Package (Up to 5+ month bonus)
- Non-banking RM Welcome
Responsibilities
- Develop and manage a portfolio of NBFI clients, including asset managers, securities firms, insurance companies, family offices and other financial institutions.
- Originate new business opportunities and deepen existing relationships by identifying clients' financing, investment and liquidity management needs.
- Drive revenue through a broad range of I&I products, including fixed income, structured products, investment funds and insurance solutions.
- Work closely with Product, Treasury, Credit and Risk teams to structure and deliver tailored financial solutions to institutional clients.
- Manage the full relationship lifecycle, including client onboarding, KYC, credit coordination, product execution and ongoing relationship management.
- Achieve assigned revenue, AUM and client acquisition targets, while ensuring full compliance with internal policies and regulatory requirements.
Requirements
- Bachelor's degree in Finance, Business, Economics or a related discipline.
- 4 years of relevant banking / financial services experience, with solid exposure & network to NBFI or institutional clients.
- Strong knowledge of investment and insurance products, with proven experience in cross-selling financial solutions.
- Established NBFI client network and demonstrated track record in relationship development and revenue generation.
- Strong commercial acumen, interpersonal and stakeholder management skills.
- Fluent in English and Chinese.
Type:
Permanent
Category: Financial Services - No Selection Required
Reference ID:
612-210926-KS
Date Posted:
21/09/2026