Relationship Manager, Wealth Management

Job No.: 494000
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Business Development, Customer Service, Relationship Management

Responsibilities

• Champion the one-stop personal banking services at branches
• Explore and develop long-term banking relationships with customers
• Identify existing and prospective customers' needs of financial services, including both products & services
• Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products
• Influence and facilitate working-partners to refer and cross-offer potential business opportunities for sustainable business growth
• Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met
• Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
• Educate and train juniors, if needed
• Coordinate in-branch and off-site marketing and promotion activities, if needed

Requirements

• University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFPCM will be preferred
• Holders of CB Professional Qualifications and/or Awards will be preferred
• Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage
• Sound knowledge and at least 2 years' solid experiences in retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services a definite advantage
• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
• Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
• Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers
• Proactive, mature, independent, customer-focused, and pleasant
• Good command of both verbal and written English and Chinese, Putonghua a definite plus
• Less experience will be considered as Deputy Relationship Manager, Wealth Management