Strategic Account Manager
1 day ago
At Talent Pro Recruitment Company Limited, we are seeking an experienced Retail Banking Relationship Manager to join our team.
About the RoleThis is a fantastic opportunity for a results-driven professional to build and maintain strong relationships with assigned Chinese background customer portfolio. As a key player in our wealth management team, you will be responsible for promoting wealth management products such as investment, insurance, and other banking products to our valued clients.
Key Responsibilities:- Sales and Relationship Building: Develop and execute strategies to enhance relationships with assigned customers, driving revenue growth through effective sales and service delivery.
- Wealth Management Product Promotion: Promote a range of wealth management products to meet the diverse needs of our customers, including investment, insurance, and other banking products.
- Compliance and Risk Management: Ensure that all sales processes adhere to the Bank's policies, procedures, and regulatory guidelines, maintaining the highest standards of compliance and risk management.
- Collaboration and Stakeholder Management: Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches, and other key stakeholders to achieve shared goals and objectives.
- Languages: Proficient in Mandarin.
- Experience: Minimum 3 years of HK Retail Banking branch sales experience.
- Qualifications: Qualifications of HKSI and IIQE.
We offer a dynamic work environment, opportunities for career growth, and a competitive compensation package to the successful candidate.
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