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Relationship Manager, Retail banking

Relationship Manager, Retail banking

HaysHong Kong
13 days ago
Job description

Job Title : Relationship Manager

Location : Hong Kong

About thepany :

Our client is a leading local bankmitted to service excellence. Their people are their most important asset and play a vital role in their efforts to continually enhance the performance of customers and provide best-in-class products and services. They seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, andpetitivepensation packages.

Job Description :

Our client is currently seeking a high-caliber professional to join their Relationship Management Team as a Relationship Manager. In this role, you will :

  • Manage relationships with Retail / Prestige clients.
  • Acquire, develop, and retain relationships with a portfolio of Prestige clients.
  • Help clients articulate their needs and deliver solutions that exceed their expectations.
  • Understand clients on a personal and professional level to align with their short and long-term financial goals.
  • Provide financial advice leading to highly individualised strategies aimed at wealth creation and capital preservation.
  • Achieve key performance indicators and profit growth through the development of existing and new client relationships.
  • Increase client loyalty by meeting their needs directly or through effective collaboration with internal business partners.
  • Develop a strong team culture and build team spirit to enhance loyalty to the Bank.
  • Ensurepliance with operational integrity and adhere to the Business Principles and Values of thepany.

Requirements :

  • University-level education, preferably in finance, business, or a related discipline.
  • Experience in a client-facing environment with excellent relationship-building capabilities.
  • Strong sales and customer orientation, with goodmunication and interpersonal skills.
  • High level of customer-centric mindset with dedication to delivering exceptional quality services.
  • Good understanding and strong interest in financial markets.
  • Mature and independent mindset, able to work effectively under pressure.
  • Strongmercial orientation with acute interpersonal skills.
  • Fluency in Cantonese and English; additional languages are an advantage.
  • Candidates with more than 2 years of experience in insurance or investment are encouraged to apply.
  • Candidates with at least IIQE (Paper 1, 2, 3) or HKSI (Paper 1, 7, 8) qualifications are also wee to apply.
  • How to Apply :

    Interested applicants please send your resume to V.

    Job ID 1274868

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    Relationship Manager • Hong Kong

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