Relationship Manager - Private Banking and Trust Services
Local bank · Large bank
CentralOn-site
職位描述
*Internal title of this role is "Service Relationship Manager"
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join the bank and discover how valued you’ll be.
Whether you want a career that could take you to the top, or simply take you in an exciting new direction, the bank offers opportunities, support and rewards that will take you further.
Private Banking Department - Private Banking and Trust Services RBW
the bank's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.
Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services.
Our team offers professional wealth management advice at both a local level and on a global scale.
Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.
We are currently seeking a high caliber professional to join our team as Relationship Manager, reporting to Team Head Relationship Management.
Principal responsibilities
Manage a portfolio of HNW clients assigned by the RM Team Head
Provide day-to-day servicing and handling inbound instructions and queries; deliver retail banking support and provide wealth advice upon request - in line with suitability and sales quality requirements
Complete periodic reviews end-to-end, including CDD, IP, CIPQ, credit reviews, and policy anniversary reviews, ensuring no overdue items
Execute re-segmentation of appropriate clients to other segments, or manage exit from the Bank, as appropriate and within policy
Identify clients with uplift potential and drive actions to reactivate relationships towards minimum thresholds, where...
經驗要求：Entry level
連接業內人士以了解更多資訊（團隊情況、面試重點、申請建議）。
要求
Complete periodic reviews end-to-end, including CDD, IP, CIPQ, credit reviews, and policy anniversary reviews, ensuring no overdue items
Execute re-segmentation of appropriate clients to other segments, or manage exit from the Bank, as appropriate and within policy
Identify clients with uplift potential and drive actions to reactivate relationships towards minimum thresholds, where feasible
Work as an integral part of the RM team and collaborate with other Service RMs across teams as required
Perform cross-selling and refer business as opportunity arises and as appropriate
University graduate or above, preferably in Finance, Business or related disciplines
Passes HKSI and IIQE licensing examinations
Proven banking experience, with good knowledge of investment products
Proven experience in a client-facing environment with strong sales orientation and ability to work under pressure
Ability to communicate effectively, embrace change and overcome challenges
Strong desire to learn and able to work in Agile environment
Good communication, interpersonal, analytical and relationship management skills
Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Ability to communicate effectively, embrace change and overcome challenges
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
