Treasures Relationship Manager, Consumer Banking Group
Core
Acquire new affluent customers and provide tailored wealth management, insurance, and investment solutions to maximize revenue and deepen relationships.
Role type
Senior IC relationship manager (affluent consumer banking)
Builds
Wealth management products, insurance policies, and investment portfolios for affluent individuals
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
Financial needs analysis, cross-selling, portfolio management, regulatory compliance, sales target achievement, Mandarin fluency, English fluency
Preferred skills
CFP designation, CFA designation, CI-CRWP designation
Technologies
Investment profile review tools, portfolio management systems
Responsibilities
Acquire new affluent customers through cross-selling and referrals; Identify customer needs via financial needs analysis (FNA) to offer tailored banking, insurance, and investment products; Execute call activities and sales duties to meet revenue targets; Maintain regular contact with existing customers to reduce attrition and increase share of wallet; Handle customer inquiries and execute financial transactions; Adhere to regulatory requirements including KYC, AML, and HKMA/SFC codes of conduct.
Seniority
Mid-level, hands-on IC