Relationship Manager, Vice President
Core
Advising and maintaining client relationships in the marketing function to achieve revenue targets and build market share.
Role type
Senior IC relationship manager (wealth management)
Builds
Client asset size and revenue
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, revenue target achievement, investment product advisory, new business development, market share growth, quality assurance
Preferred skills
CACS Papers I and II, fluency in English and Chinese, business acumen
Technologies
N/A
Responsibilities
Develops and maintains client relationships, Achieves annual revenue targets, Advises clients on investment products and services, Actively involved in new business development, Keeps up to date with products and services, Monitors tasks for quality assurance