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Senior Relationship Manager - retail banking

Date:04 Mar 2021Email this jobEmail 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

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