1 年前發布

(Multiple hires in different rankings) Mid to Senior Relationship Manager, Personal / Premier Banking

Wellesley Associates Limited

職位描述

This is an excellent opportunity for banking sales professional to join one of the leading bank providing professional wealth management solutions to retail customers in Hong Kong. Our client is expanding their frontline team due to the strong demand in the market, a seasoned (Senior) Relationship Manager is needed to join the premier banking team to grow their customer.

Duties:

  • Provide a professional wealth management solution to high-net-worth customers
  • Build and maintain relationships with customers by delivering personalised service
  • Generate new business revenue for the branch via acquiring new HNW customers.
  • Advise and develop investment strategy that aims to meet clients’ objectives
  • Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
  • Work independently to achieve sales targets and report to the Branch Manager regularly

Requirements:

  • 4+ years’ experience in client servicing in banking or financial industry
  • Advanced knowledge of wealth management products, both investment and insurance
  • Excellent interpersonal, communication, work organization and client interfacing skills
  • Strong sales and customer orientation
  • Proficiency in both English and Cantonese, Mandarin would be an advantage.

If you're interested in this role, forward an up-to-date copy of your CV via email. If this job isn't quite right for you but you are opened for a new position within banking / wealth management side, please contact me for a confidential discussion on your career.

其他細節

職位空缺來源
eFinancialCareers
參考編號
20674000
發布日期
2024年04月13日
關鍵詞
Retail Banking, Branch and Retail Services, Relationship management, Insurance & investment
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