Relationship Manager - HNW

THE ROLE

Actively calling on clients to deepen relationships with affluent clients and proactively owning, responding to and anticipating any future needs, challenges or risks
Uncovering customers' underlying needs and expectations
Introducing a wide range of investment, wealth management and treasury products to assist clients in building and strengthening an effective portfolio
Delivering superior customer experience by proactive sharing markets updates, trend and intelligence
Partnering with product specialists and subject matter experts across the bank to structure customized solutions that meet clients' unique needs
Being forward thinking and planning ahead for ways the bank can differentiate itself from competitors
Leveraging the expertise and capabilities of other bank's businesses to better achieve mutual business goals together
Networking with clients in order to create new business contacts
Driving innovation on the solutions we provide clients and further developing our business

REQUIREMENTS

A minimum of two years' relationship management experience in retail banking industry
University graduate in finance, economics, engineering or related disciplines, with a strong interest in treasury products
Chartered Financial Analyst ("CFA"), Certified Financial Planner ("CFP") or Certified Financial Marketing Planner ("CFMP") is preferable, Qualified Financial Risk Manager ("FRM") is an advantage
Achievement and result-oriented, with an aim to excel himself/herself
Mature, independent, with excellent communication and relationship building skills
A self-starter with passion, confidence and good team spirit
Holder of HKSI LE paper 1, 7 & 8 and IIQE paper 1, 2, 3 & 5 or equivalent
Good command of English, Cantonese and Mandarin

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