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Relationship Manager / Senior Relationship Manager

Job description

Job Description:

  • Develop the Bank's high-net-worth client base and establish long term relationship with clients
  • Introduce comprehensive wealth management solutions to meet clients' needs
  • Deliver high quality services to clients
  • Offer various banking services with focus on service excellence, e.g. loan drawdown/rollover and deposit quotation/placements etc.
  • Accountable for complex account opening requests as well as KYC reviews (e.g. funds and offshore accounts), liaise internally with
  • Business Support as well as Operations for any enquiries and issues
  • Handle client enquiries and cross-selling other banking services and products to the clients e.g. treasury products
  • Maintain a high standard of risk control awareness and ensuring regulatory compliance

Requirements:

  • Possess relevant frontline experience in financial services industry
  • Possess HKSI (Paper 1, 7, 8) and IIQE (Paper 1, 2, 3, 5) qualifications
  • Qualification in ECF is preferred
  • Outstanding communication and presentation skills
  • Strong ability to develop a network of target prospects
  • Demonstrate a strong drive to achieve sales, be self-motivated to face sales challenges and be able to work under pressure
  • Fast learner and mature with strong sales and customer orientation
  • Candidates with less experience will be considered for Relationship Manager

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer HKD1000 in Apple gift cards for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.hk/refer-a-friend