Relationship Manager, Wealth 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

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