Relationship Manager (Retail Banking and Financial Services)

Location Hong Kong
Job-type Full Time
Salary Negotiable
Contact Ricolas Chan
Email email Ricolas
Reference AENO-744405_1612855256

Our client, a leading global financial services group, is looking for a highly driven and customer-oriented Relationship Manager to join their expanding team. The role is ideal for those who have a passion to engage and educate retail clients with industry leading digital banking solutions. The successful candidate will be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.


Responsibilities:

  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling and suitability assessments
  • Proactively source, acquire and expand high value client relationship by maximizing sale and service opportunities
  • Maintain and update accurate client information, and take ownership of all client requests and enquiries
  • Meet individual and branch sales and revenue targets by maximizing each client interaction through proactive prospective activities such as lobby leadership, outbound calling, and marketing events etc.
  • Acquire new clients through converting referral leads
  • Provide support related to branch operational activities including account opening services, conducting CDD and KYC checks
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Requirements:

  • Bachelor's degree holder with a minimum of 3+ years of Sales experience; preferably in Retail Banking. We also have other opportunities for those from Commercial or Private Banking backgrounds
  • Proficiency in written and spoken Cantonese and English
  • Strong analytical and problem solving skills
  • Highly driven, dedicated, pragmatic, result-oriented with a can-do attitude
  • Superb verbal, written and interpersonal communication skills