JFE Consulting Limited
Relationship Manager - Retail Bank/ Personal Bank/ Private Bank
18-Nov-2024
Ref:OL02016239
Full Time Central, Western District

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

 

 



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