Strategic Account Manager

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China Talent Pro Recruitment Company Limited Full time

At Talent Pro Recruitment Company Limited, we are seeking an experienced Retail Banking Relationship Manager to join our team.

About the Role

This 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.
Requirements
  • 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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