Relationship Manager (Location: Causeway Bay/Wan Chai)

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Aston Carter Hong Kong
  • 20 Feb 18 2018-02-20

Our client is from a top tier bank and looking for a senior relationship manager to take over a creamy portfolio. Only experienced RM would be considered.

Duties

  • Handle existing creamy clients and conduct regular review and analysis on portfolios
  • Identify existing and prospective customers' needs of financial services, including both products & services
  • Make sure businesses are aligned with regulatory compliance requirements
  • Provide professional advice on suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products

Requirements

  • University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFPCM preferred
  • Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage 
  • Sound knowledge and at least 4 years' solid experiences in retail banking front office sales
  • Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
  • Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers
  • Proactive, mature, independent, customer-focused, and pleasant 
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus