Senior Client Relationship Manager
4 weeks ago
Reporting to the Team Head, the Senior Client Relationship Manager will be responsible for identifying, originating, and developing client relationships with bankers to understand clients' objectives and to cross-sell products.
Key Responsibilities:
- Support Team Head and Relationship Managers in client relationship management.
- Maintain effective communication with clients to assess their needs and risk profile, and help deepen their relationship with bankers.
- Participate in client meetings with Relationship Managers to acquire relationship management techniques and provide input on client needs and risk profile.
- Contribute to the development of marketing and product enhancement strategies to meet client needs.
- Prepare transaction documentation for credit approvals within the internal cut-off time.
- Gather research and information from various sources to support investment decisions.
- Assist Relationship Managers in monitoring the progress of investments and portfolio structure, and provide reporting as requested within the timeline.
- Open accounts, prepare follow-up documentation, and provide general instructions within the timeline set by Relationship Managers or internal standards.
- Process credit approvals, investment, and deposit transactions in a timely manner, and act as an intermediary between clients and operations.
- Provide clients and Relationship Managers with updated market information or on request, and within the timeline set by Relationship Managers.
- Attend client meetings to record minutes and produce meeting summaries for client files and maintenance.
- May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instructions.
Requirements:
- Degree holder.
- Minimum 4-5 years of banking experience.
- Experience in servicing high net worth customers is a must.
- Professional licensing qualifications on HKSI LE Papers, 1, 7 & 8, and IIQE Papers 1-3 & 5 or equivalent.
- Good knowledge of financial and banking products.
- Excellent interpersonal and communication skills.
- Proactive, eager to learn, and hardworking.
- Good command of written and spoken English and Chinese.
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