Senior Relationship Manager - retail banking |
| Date: | 04 Mar 2021 | | Email this job |
| Location: | Hong Kong | |
| Salary: | Negotiable | |
884035
Hong Kong
- Work to understand customers' financial needs for selling and cross-selling banking products for meeting customers' needs
- Acquire new VIP Banking customers through proactive sales acquisition effort
- Grow existing portfolio through deepening of customer relationship and work to increase share of wallet
- Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
- Provide excellent service quality to VIP Banking customers and maintain disciplined customer contacts
- Work with product specialists where appropriate to provide services to VIP Banking customers
- Conduct operational procedures in a compliant manner by following the Bank's policy and procedure
- Degree holder
- Minimum 3 years of relevant working experience in serving high net worth customers
- Professional licensing qualifications per local regulatory bodies requirement
- Comprehensive products knowledge on portfolio management and financial markets
- Sound compliance knowledge related to investment products sales
- Excellent interpersonal and communication skills
- Good command of both written and spoken English and Chinese
