Relationship Manager, Wealth Management
Core
Champion one-stop personal banking services and develop long-term relationships with customers by identifying needs and providing suitable financial products including investment, insurance, and banking services.
Role type
Relationship Manager, Wealth Management
Builds
Sustainable business growth through cross-offering opportunities and building healthy sales pipelines.
Domain
Retail Banking / Wealth Management
Required skills
Financial product knowledge (investment, insurance, banking), Customer relationship management, Compliance (AML), Stakeholder influence, Portfolio management, Marketing coordination
Preferred skills
IIQE, HKSI, MPF, CFP, CM, CB Professional Qualifications, Corporate banking experience, Putonghua proficiency
Technologies
N/A
Responsibilities
Map and provide relevant financial products to meet customer needs, Influence working partners to refer and cross-offer business opportunities, Coordinate in-branch and off-site marketing activities, Educate and train juniors, Ensure compliance requirements are observed
Seniority
Mid-level, 2+ years experience required