Customer Relationship Manager

11 hours ago


Hong Kong Island, Hong Kong SAR China SmartHire by SEEK Full time

Our client Dah Sing Financial Group is seeking a Customer Relationship Manager to join their team About Our Client Our client is a leading institution in the banking and financial services sector, committed to excellence and innovation. They offer a comprehensive range of banking products and services tailored to meet the diverse needs of their clients. What you'll be doing? Exceed Sales Targets: Meet and surpass sales targets assigned to you, ensuring customer satisfaction and business growth. Understand Customer Needs: Work to understand customers' financial needs for selling and cross-selling banking products effectively. Acquire New Customers: Proactively acquire new VIP Banking customers through targeted sales efforts. Grow Existing Portfolio: Deepen customer relationships to grow your existing portfolio and increase share of wallet. Provide Professional Service: Deliver professional service in selling wealth management products, adhering to sales process guidelines. Maintain Customer Contacts: Provide excellent service quality to VIP Banking customers and maintain disciplined customer contacts. Collaborate with Specialists: Work with product specialists to provide comprehensive services to VIP Banking customers. Ensure Compliance: Conduct operational procedures in a compliant manner by following the Bank's policy and procedures. Who are they looking for? Degree Holder: A degree holder with a passion for wealth management and customer service. Experience Required: Minimum 2 years' experience in selling wealth management products for high net worth customers. Professional Licensing: Professional licensing qualifications per local regulatory bodies requirement. Products Knowledge: Comprehensive products knowledge on portfolio management and financial markets. Compliance Knowledge: Sound compliance knowledge related to investment products sales. Interpersonal Skills: Excellent interpersonal and communication skills. Language Proficiency: Good command of both written and spoken English and Chinese, essential for effective communication with clients and colleagues. Enhanced Competency: Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM) qualification is preferable. Why should you consider this opportunity? Our client offers an attractive remuneration package and other benefits, such as: Birthday leave Medical benefits for spouse and dependents Performance bonus Health Insurance How to apply Ready to join this role? Click Apply now to submit your resume and share your availability and expected salary with us We welcome all applicants, regardless of experience or qualifications, to apply and be part of our dynamic team. All information received will be kept strictly confidential and will be used only for employment-related purposes. What can I earn as a Client Relationship Manager Expected questions for your application include: Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? How much notice are you required to give your current employer? #J-18808-Ljbffr



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