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ref:OL02018121Post Date 02-Dec-2024
JFE Consulting Limited
Relationship Manager - Retail Bank/ Personal Bank/ Private Bank

Our client is a leading international bank based in Hong Kong. They are now looking for an experienced Relationship Manager to join their team.

 

Responsibilities:

  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling and suitability assessments
  • Proactively source, acquire and expand high value client relationships by maximizing sales and service opportunities
  • Help clients to articulate their needs, and deliver to exceed client expectations 
  • Know clients on a personal and professional level to understand their short and long term financial goals
  • Meet individual and branch sales and revenue targets by maximizing each client interaction through proactive prospective activities such as lobby leadership, outbound calling, marketing events, etc.
  • Provide support related to branch operational activities including account opening services, conducting CDD and KYC checks

 

Requirements:

  • Bachelor's degree holder
  • Passed IIQE and HKSI is a must
  • Minimum of 1 year of sales experience and client services experience
  • Proficiency in written and spoken Cantonese and English
  • Strong analytical and problem solving skills
  • Highly driven, dedicated, pragmatic, result-oriented with a can-do attitude
  • Superb verbal, written and interpersonal communication skills

 

 


http://https://www.jfe-consulting.com/

Tags for this job:

    • Industry
    • Human Resources Management

    • Job Function
    • Banking & Financial Services : Financial Services

      Banking & Financial Services : Others

      Sales, CS & Business Development : Account Servicing

      Sales, CS & Business Development : Financial Services Sales

    • Qualification
    • Bachelor Degree
    • Working Experience
    • 1 year(s)
    • Location
    • Central, Western District

    • Salary
    • Not mentioned
    • Employment Type
    • Full Time

    • Benefits
    • Not mentioned

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