relationship manager (over 25% increment) in central and western district

job type
HK$ 31,000 per month
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job details

central and western district
job category
banking & financial services
job type
working hours
HK$ 31,000 per month
reference number
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job description

about the company.
Our client is a Well-established international bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an agressive professional to join their team as Relationship Manager.
about the job.

As a Relationship Manager, your prime responsibilities will be as follow:

  • Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client.
  • Build, understand and sustain relationships with the client's circle of influence (e.g. a parent, mentor, advisor or other family member)
  • Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance.
  • Serve as a problem-solver for the client, helping them identify investment criteria, recognise and handle concerns that arise as consultation moves closer to decision.
  • Based on client profile, map client potential and work towards up streaming to Banking segment. Customer Needs Analysis & Consultation
  • Handle financial transactions and product enquiries
  • Offer a consistent yet differentiated customer experience by offering holistic needs analysis and consultation to key clients in portfolio management taking ownership of all categories of customer service matters.
  • Continuously track market trends and ensure up to date knowledge of market offerings to be able to provide advice on potential financial planning solutions based on client needs.
  • Report any suspicious transaction immediately to the supervising officer of Fraud Control
  • Ensure strict compliance and responsible for achieving and maintaining satisfactory audit rating
skills & experiences required.
  • University degree in a related discipline and with HKSI 1,7,8 & IIQE 1-3
  • At least 2 year of insurance sales experience
  • Good communication, interpersonal and analytical skills
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • Proficiency in English, Cantonese and Putonghua
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers