MGR, Relationship Manager, Medium Enterprise
Core
Develop and maintain long-lasting relationships with individual and corporate clients to provide comprehensive financial advice and solutions across banking products, investments, and wealth management services.
Role type
Relationship Manager (Medium Enterprise)
Builds
Integrated banking and wealth management solutions for clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial advice, sales target achievement, portfolio management, regulatory compliance, market trend analysis, CRM management
Preferred skills
High-net-worth client focus, professional certifications (FIMM, PCE, CUTE), Mandarin or local dialects
Technologies
CRM systems
Responsibilities
Identify client needs and provide financial solutions, achieve sales targets for deposits/loans/investments/insurance, conduct regular portfolio reviews, prepare financial proposals, collaborate with product specialists, monitor market trends, maintain client records in CRM
Seniority
Mid-level, hands-on IC