Premier Relationship Manager
Core
Trusted adviser to new and existing Premier clients, providing comprehensive financial advice and supporting their entire life journey.
Role type
Senior IC relationship manager (wealth management)
Builds
Client relationships and revenue through financial product sales and referrals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
client acquisition, sales strategy, high-net-worth relationship management, financial planning, wealth management, client-needs assessment, cross-selling, sales planning, mathematical analysis, decision-making, regulatory compliance
Preferred skills
Mandarin or Cantonese proficiency
Technologies
sales tools, banking products
Responsibilities
Develop and execute strategies to drive client acquisition, outreach, and retention; Collaborate with Regional/Branch Managers to implement client-centric marketing plans; Proactively identify and convert sales opportunities; Connect with product specialists for advanced technical input; Promote products and services to potential clients; Support branch improvement initiatives and ensure compliance with audit requirements