Provide comprehensive sales and service support to Relationship Managers for consolidated banking customers.
Maintain good relationship with own clients and cultivate client needs on products & services.
Adhere to internal guidelines while ensuring data confidentiality.
Understand clients' risk profiles and act as a gatekeeper to ensure compliance with sales processes, including RPQ, annual PI reviews, AML, KYC, and more.
Maintain complete, accurate, and up-to-date client profiles and documentation.
Respond promptly to client inquiries and instructions, and follow up on outstanding issues and requests.
Prepare and monitor credit reviews, line excess, and collateral positions, prepare account review materials for RM or IC review on a regular basis.
Proactively alert Relationship Managers and relevant parties when special actions are required.
Meet personal sales targets and assist in achieving overall sales and service objectives.
Job Requirements :
Bachelor’s degree or above.
Possess HKIA & HKSI qualifications.
Minimum 1-2 years of relevant sales and customer service experience in banking industry.
Good service orientation, attentive to details and diligent.
Proactive approach with excellent communication and interpersonal skills.
Proficient in computer skills and effective communication.
Good command of Mandarin, Cantonese, and English.
为此搜索创建职位提醒
Relationship Manager • Hong Kong
相关职位
Relationship Manager (Private Wealth Management)
CMB International Capital Corporation LimitedHong Kong
The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets d...展示更多最后更新时间: 10天前
Assistant Relationship Manager, Private Banking
Bank of SingaporeHong Kong
You will have the opportunity to work closely with experienced private bankers on new or existing accounts.This position offers a worthwhile challenge, as you will be thoroughly grounded on the fin...展示更多最后更新时间: 12天前
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong
Morgan's Wealth Management is looking to hire a top performing executive assistant to support a Senior Executive.A successful Executive Assistant should have excellent interpersonal skills, attenti...展示更多上次更新时间:30 天前
Customer Relationship Manager, Wealth Management (Branch) [Ref no : CRMWMB-IY]
Nanyang Commercial BankHong Kong
Establish and strengthen the relationships with high-net-worth customers, identify and fulfil their investment needs by providing thorough financial analysis.
.Initiate and implement strategies to p...展示更多上次更新时间:30 天前
Act as the assistant of Senior Relationship Managers by providing support in the aspects of customer relationship management, system operation, clerical and information preparation, transaction exe...展示更多最后更新时间: 11天前
Asset & Wealth Management, Private Wealth Management, Administrative Assistant, Hong Kong
Goldman SachsHong Kong, Hong Kong
Goldman Sachs Wealth Management specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and ...展示更多最后更新时间: 17天前
Managing Director / Executive Director / Director, Relationship Management, Wealth Management
Royal Bank of Canada>Hong Kong, Hong Kong
You will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.
As the Relationship Manager, you will be r...展示更多上次更新时间:30 天前
Operation Assistant to Relationship Manager (Wealth Management | UHNW )
DNA Recruit Partners LimitedHong Kong
We are seeking a proactive and client-focused Assistant Relationship Manager (ARM) to support our ultra-high-net-worth (UHNW) wealth management team.
In this role, you will assist Relationship Manag...展示更多上次更新时间:30 天前
Relationship Manager, Private Banking
Dah Sing Financial GroupHong Kong
Originate, develop and maintain client relationships within the high net worth segment.Understand clients' wealth management needs and formulate appropriate solutions to meet the needs based on the...展示更多最后更新时间: 13天前
Private Banking Relationship Manager
DBS Bank (Hong Kong) LimitedHong Kong
Provide a "Wealth Management" solutions / advice to High Net Worth Individual.Find, Attract and Win new clients.Nurture and Retain existing clients and entice former clients back into the Bank.Cont...展示更多最后更新时间: 17天前
Managing Director / Executive Director / Director, Relationship Management, Wealth Management
0000050567 Royal Bank of Canada, Hong Kong BranchHong Kong, Hong Kong
As the Relationship Manager, you will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.Providing adv...展示更多上次更新时间:30 天前
Assistant Relationship Manager
HK10 - BJB Bank Julius Baer & Co. Ltd., Hong Kong BranchHong Kong
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth.Let’s shape the fu...展示更多最后更新时间: 15天前
Ensure thepleteness and consistence for the client’s account on boarding documents with sales / account executive’s justification, including handling enquiries in relation to but not less than Indiv...展示更多最后更新时间: 9天前
To identify customers' financial needs and provide professional financial planning analysis, advice and solution on wealth management.
Maintain and manage good relationships with customers and to en...展示更多上次更新时间:30 天前
Relationship Manager, Private Banking
China Everbright Bank Hong Kong BranchHong Kong
Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business.
Manage a client base of high net worth individuals to achieve b...展示更多最后更新时间: 11天前
Private Wealth Management Manager
Futu Securities International (Hong Kong) LimitedHong Kong
Building tight relationship with VIP clients toplete team AUM and revenue target.Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according...展示更多最后更新时间: 13天前