Relationship Manager
Core
Advising clients and maintaining client relationships within the marketing function to achieve revenue targets and enhance client asset size.
Role type
Relationship Manager (Investment Products)
Builds
Client relationships and market share for investment products and services
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Revenue target achievement, Investment product advisory, New business development, Product knowledge, Quality assurance monitoring, Interpersonal communication, Business acumen
Preferred skills
Professional qualifications (CACS Papers I and II), Bilingual communication (English and Chinese), Entrepreneurial drive