Relationship Manager
1 month ago
We are a leading financial services group in Hong Kong, offering banking, insurance, and other related services through our extensive network. Our core values are centered around caring, teamwork, and progressiveness.
Job Title: Relationship Manager - Wealth and Portfolio GrowthWe are seeking a skilled Relationship Manager to provide exceptional service to our VIP Banking customers, focusing on wealth management needs. Reporting directly to the Branch Manager, you will be responsible for meeting sales targets, understanding customers' financial requirements, and selling relevant banking products.
- Meet and exceed sales targets assigned to drive business growth.
- Work closely with customers to understand their financial needs and preferences.
- Acquire new VIP Banking customers through proactive sales efforts.
- Grow existing portfolios by deepening customer relationships and increasing wallet share.
- Provide professional service in selling wealth management products, adhering to strict sales process guidelines.
- Maintain excellent service quality for VIP Banking customers and engage in disciplined customer interactions.
- Collaborate with product specialists to deliver comprehensive services to VIP Banking customers.
- Ensure compliance with operational procedures and adhere to the Bank's policies and regulations.
To excel in this role, you should possess:
- A degree from a reputable institution.
- A minimum of 2 years' experience in selling wealth management products to high net worth customers.
- Professional licensing qualifications as per local regulatory requirements.
- In-depth knowledge of portfolio management and financial markets.
- Comprehensive understanding of compliance-related matters for investment product sales.
- Excellent interpersonal and communication skills.
- Proficiency in both written and spoken English and Chinese.
The estimated salary range for this position is HKD 50,000 - 80,000 per annum, depending on experience. We offer a competitive benefits package, including medical insurance, retirement plans, and opportunities for professional development.
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