Premier Relationship Manager
Core
Trusted adviser to new and existing Premier clients, providing comprehensive financial advice and supporting their entire life journey.
Role type
Premier Relationship Manager (High-Net-Worth Client Banking)
Builds
Client acquisition, outreach, retention, and revenue generation for the Premier client segment.
Domain
Commercial Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, wealth management, client-needs assessment, sales strategy, cross-selling, relationship management, compliance adherence, product knowledge (banking/insurance)
Preferred skills
Mandarin or Cantonese proficiency, experience with high-net-worth clients
Technologies
Sales tools, banking products
Responsibilities
Develop and execute strategies to drive client acquisition, outreach, and retention; Collaborate with Regional/Branch Managers to implement client-centric marketing plans; Proactively contact clients and handle banking queries; Connect with product specialists for advanced technical input; Promote products and services to potential clients; Support branch improvement initiatives and ensure compliance with audit requirements.