JFE Consulting Limited
(Assistant) Relationship Manager - Retail Bank/ Personal Bank/ Private Bank
18-Oct-2024
Ref:OL02011237
Full Time Central
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 
  • 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
Employer questions
 
Your application will include the following questions:
  • Which of the following statements best describes your right to work in Hong Kong?
  • What's your expected monthly basic salary?

 



 
 


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