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Relationship Manager, Wealth Management

職位編號: 494000
聘用性質: 全職
部門: 個人金融及財富管理部
工作類別: 業務拓展, 客戶服務, 客户關系管理

Responsibilities

  • Champion the one-stop personal banking services at branches
  • Explore and develop long-term banking relationships with customers
  • Identify existing and prospective customers' needs of financial services, including both products & services
  • Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
  • Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
  • Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
  • Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
  • Educate and train juniors, if needed
  • Coordinate in-branch and off-site marketing and promotion activities, if needed

Requirements

  • University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFPCM will be preferred
  • Holders of CB Professional Qualifications and/or Awards will be preferred
  • Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage 
  • Sound knowledge and at least 2 years' solid experiences in retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services a definite advantage
  • Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
  • Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
  • Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers
  • Proactive, mature, independent, customer-focused, and pleasant 
  • Good command of both verbal and written English and Chinese, Putonghua a definite plus
  • Less experience will be considered as Deputy Relationship Manager, Wealth Management

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