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Senior Relationship Manager

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Job Industry Banking
EMPLOYMENT TYPES Full Time
SALARY Up to 42k
LOCATION Hong Kong
Date posted 2020-12-01
Job Ref. BCIT20201201B

Responsibilities:

• 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 our client can differentiate itself from competitors

• Leveraging the expertise and capabilities of other bank 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

 

Qualifications:

• 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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