Relationship Manager, Private Wealth
Core
Champion one-stop personal banking services and develop long-term relationships with customers by identifying needs and providing suitable financial products including investment and insurance.
Role type
Relationship Manager, Private Wealth
Builds
Sustainable business growth through cross-offering opportunities and building healthy sales pipelines.
Domain
Retail Banking / Private Wealth
Deliverable
product features
Required skills
Financial product knowledge (investment, insurance), Customer relationship management, Stakeholder influence, Compliance adherence, Team mentoring, Marketing coordination
Preferred skills
IIQE, HKSI, MPF, CFP, CM qualifications, CB Professional Qualifications, Corporate banking experience, English and Chinese language proficiency