锦鲤求职

万宝盛华

Premier Relationship Manager | Wealth Management Manager (Tier-1 bank)

锦鲤会替你打开官网网申、按简历自动填表提交,你只需要在关键步骤确认。

岗位描述

Competitive Package & Stability

Supportive & Collaborative Work Culture

Access extensive & prestigious client base

One of the world’s largest banking and financial services organizations is currently seeking a high calibre Premier Relationship Manager to join the team.

Responsibilities:

Developing Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio

Managing the total wealth of your clients by matching the Bank’s financial and investment product solutions to their financial needs

Demonstrating genuine curiosity about customers, helping them reach their financial ambitions

Connecting with product Specialists to provide more advanced technical input to identify and fulfill multiple needs with customers

Promoting Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate

Supporting branch improvement initiatives, providing customer feedback of our Service and ensuring compliance with audit Requirements and quality assurance

Understanding and adhering to local and global compliance

Maintaining the levels of operational integrity and adhere to the business Principles and Values

**Remark: multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

Requirements:

Degree or above preferably in Finance, Business or a related disciplines

Experience in client facing environment, with excellent relationship building capability

Strong sales and customer orientation, with good communication and interpersonal skills

High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Good understanding and strong interest of the financial markets

Mature and independent mindset, able to work effectively under pressure

Strong commercial orientation with acute interpersonal skills

Fluency in Cantonese and English, with additional languages is an advantage

Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements

Candidate without banking background will also be considered

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