VP, Relationship Manager, Medium Enterprise
Core
Develop and maintain long-lasting relationships with individual and corporate clients, providing comprehensive financial advice and solutions across banking products, investments, and wealth management services.
Role type
Senior IC relationship manager (medium enterprise)
Builds
Integrated banking and wealth management solutions for medium enterprise clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
client relationship management, financial advice, sales target achievement, portfolio review, regulatory compliance, market trend analysis, CRM management
Preferred skills
high-net-worth client experience, professional certifications (FIMM, PCE, CUTE), Mandarin or local dialects
Technologies
CRM systems
Responsibilities
Identify client needs and provide financial solutions, proactively engage clients to understand financial goals, achieve sales targets for deposits, loans, investments, and insurance, conduct regular portfolio reviews, prepare financial proposals, collaborate with internal departments, monitor market trends, maintain client records in CRM
Seniority
Mid-Senior, hands-on IC