Treasures Relationship Manager, GBA & New Market Development, Consumer Banking Group & Wealth Management
Core
Acquire new affluent customers from Greater Bay Area (GBA) and Taiwan markets and provide personalized banking, insurance, and investment solutions.
Role type
Senior Relationship Manager (Affluent/Wealth Management)
Builds
Personalized financial solutions for affluent customers in GBA and Taiwan
Domain
Consumer Banking & Wealth Management
Deliverable
client delivery
Required skills
affluent customer acquisition, financial needs analysis, cross-selling, regulatory compliance, offshore market experience, Mandarin, Cantonese, English
Preferred skills
leadership experience, HKIB Certified Banker, CI-CRWP (ECF-RWM), CFP, CFA
Technologies
equities, unit trust, bonds, treasury products
Responsibilities
Acquire new affluent customers from GBA and Taiwan, ensure smooth onboarding, identify customer needs through financial analysis, provide personalized banking/insurance/investment solutions, manage operational risk and compliance
Seniority
Mid-Senior, hands-on IC