WB Relationship Manager
Core
Manage relationships with Wealth Banking (WB) customer segments to create and maintain strong ties, present appropriate financial products and services, and achieve the bank's business targets.
Role type
Wealth Banking Relationship Manager
Builds
Financial products and services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
relationship management, financial product knowledge (mutual funds, stocks, bonds, investment products), sales target achievement, internal/external stakeholder networking, regulatory compliance
Preferred skills
IC License, Life Insurance Broker License, English proficiency
Responsibilities
Manage and develop assigned WB customer base to increase market share and revenue; deeply understand customer financial needs to propose tailored solutions; provide in-depth market and investment advice; regularly review and analyze customer portfolio performance; build and maintain relationships with internal and external relevant departments; adhere to bank regulations and policies; achieve sales and service quality targets.