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Senior Relationship Manager

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Job Industry Banking
EMPLOYMENT TYPES Full Time
SALARY Up to 45k
LOCATION Hong Kong
Date posted 2021-09-01
Job Ref. BDSB20201201C

Job Responsibilities:

• Meet and exceed sales targets assigned

• Work to understand customers’ financial needs for selling and cross-selling banking products for meeting customers’ needs

• Acquire new VIP Banking customers through proactive sales acquisition effort

• Grow existing portfolio through deepening of customer relationship and work to increase share of wallet

• Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines

• Provide excellent service quality to VIP Banking customers and maintain disciplined customer contacts

• Work with product specialists where appropriate to provide services to VIP Banking customers

• Conduct operational procedures in a compliant manner by following the Bank’s policy and procedures

 

Requirements:

• Degree holder

• Minimum 3 years of relevant working experience in serving high net worth customers

• Professional licensing qualifications per local regulatory bodies requirement

• Comprehensive products knowledge on portfolio management and financial markets

• Sound compliance knowledge related to investment products sales

• Excellent interpersonal and communication skills

• Good command of both written and spoken English and Chinese

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