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Senior Client Partnership Manager

3 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China ALL-STAR AGENCY Full time
Overview

We are assisting a well-known retail bank in Hong Kong in their search for a Senior Client Partnership Manager. This role is essential for building and maintaining strong relationships with clients, enhancing customer satisfaction, and driving business growth.

Key Responsibilities
  • Develop and Manage Client Portfolios: Provide personalized service and financial solutions to meet client needs.
  • Identify Opportunities for Growth: Deepen client relationships and cross-sell banking products and services.
  • Conduct Regular Client Meetings: Understand client financial goals and provide tailored advice and recommendations.
  • Ensure Compliance and Exceptional Service: Meet regulatory requirements and internal policies while delivering exceptional service.
  • Collaborate with Internal Teams: Facilitate smooth account management and service delivery.
  • Stay Informed about Market Trends: Provide clients with relevant insights and advice.
  • Prepare and Present Reports: Client portfolio performance and opportunities for growth to senior management.
Requirements
  • Bachelor's Degree: Finance, Business Administration, or a related field.
  • Minimum 3 Years of Experience: Retail banking or financial services, with a focus on relationship management.
  • Qualifications in IIQE HKSI: Paper 1,7,8 and (Paper 1, 2, 3).
  • Strong Understanding of Banking Products: With a proven track record in sales and client service.
  • Excellent Communication Skills: Ability to build rapport with clients.
  • Strong Analytical Skills: Assess client needs and recommend appropriate solutions.
  • Proficiency in Languages: English and Cantonese; Mandarin is a plus.
Estimated Salary Range

+HKD 120,000 - +HKD 180,000 per annum based on experience and qualifications.