Relationship Manager

2 months ago


Hong Kong, Hong Kong SAR China Eagle Partners (International) Co., Limited Full time
Job Description

A leading retail bank is seeking an experienced and motivated Retail Banking Relationship Manager to join our team. The successful candidate will be responsible for managing a portfolio of retail banking clients, with a focus on developing strong, long-lasting relationships that generate revenue and growth opportunities.

Key Responsibilities:

  • Develop and maintain relationships with a portfolio of retail banking clients
  • Identify and pursue new business opportunities and cross-selling opportunities
  • Provide exceptional customer service and support to clients
  • Maintain a deep understanding of the retail banking market and clients' needs
  • Ensure compliance with all regulatory and bank policies and procedures

Qualifications:

  • With IIQE paper 1, 2, 3 & HKSI paper 1, 7, 8
  • Minimum of 3 years experience in wealth management
  • Familiar with both Investment & Insurance products
  • Strong cross-selling, up-selling and customer service skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

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