丰盛理财客户经理, 大湾区, 个人银行集团和财富管理
Core
Wealth management relationship manager acquiring affluent clients and providing financial solutions including investments, insurance, and mortgages.
Role type
Senior IC wealth management relationship manager
Builds
Financial solutions (investments, insurance, mortgages) and client portfolios
Domain
Consumer banking and wealth management in Greater China/Asia
Required skills
Financial needs analysis, cross-selling, product knowledge (investments/insurance/mortgages), regulatory compliance (KYC/FNA), client acquisition, AUM growth, market trend analysis
Preferred skills
Experience in high-net-worth client service, knowledge of Greater China/Asia markets, fluency in Mandarin/Cantonese/English
Technologies
Financial planning tools, CRM systems
Responsibilities
Acquire new affluent clients via cross-selling and referrals, provide suitable financial products and explain risks, conduct financial needs analysis to determine client requirements, update clients on product/market info to increase wallet share, comply with regulatory requirements and conduct procedures (KYC, FNA, AML)
Seniority
Mid-Senior, hands-on IC