丰盛理财客户经理, 大湾区, 个人银行集团和财富管理
Core
Acquire new affluent clients and manage relationships by providing tailored financial solutions including investments, insurance, mortgages, and personal loans.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Client portfolios and financial solutions
Domain
Consumer Banking and Wealth Management
Required skills
Financial needs analysis, cross-selling, regulatory compliance (KYC, AML), product knowledge (investments, insurance, mortgages), client acquisition, portfolio management
Preferred skills
Experience in high-end client service, knowledge of Asian markets (China, Taiwan), understanding of market trends
Technologies
CRM systems, investment platforms, insurance underwriting tools
Responsibilities
Identify and acquire new affluent clients, provide suitable financial products and services, conduct financial needs analysis, update clients on market information, ensure compliance with regulatory requirements
Seniority
Senior, hands-on IC