• A senior relationship manager position to serve HNW clients in the priority banking sector.
• Work to achieve sales targets to earn high incentives.

Client Details

Our client is one of the top tier Chinese banks that is based in Hong Kong. They are one of the leading commercial banks and offer a range of financial services that includes wealth management, personal banking, wholesale banking, as well as global markets and treasury solutions. They are now looking for a Senior Relationship Manager to work in their jade sector to manage portfolios of HNW clients.

Description

• Consult with the Branch Manager to produce monthly plans for obtaining new business within the sales targets for the assigned branch.

• Identify and source individuals' prospects as well as organize and deliver sales presentations to groups, clubs, companies, and other organizations for the branch.

• Lead and assist the assigned branch in upgrading and converting existing target branch customers for Priority Banking through staff training and presentations.

• Maintain customer relationships by providing regular market information updates on local and international equities, unit trust, and other investment products.

• Provide a high level of professionalism in conducting financial analysis and profiling with customers.

Profile

• Bachelors' Degree in Accounting/Finance/Business or related disciplines.

• 4+ years of working experience in Retail Banking with 1+ year serving premier customers.

• Strong knowledge in wealth management products and retail banking practices and policies, risk assessments and credit analysis.

• Effective communication and sales skills with the ability to remain highly professional.

• A team player with good attitude and strong interpersonal skills.

• Strong analytical and organizational skills with the ability to work under pressure.

• Highly fluent in written and spoken English, Cantonese and Mandarin.

• Valid license holder of HKSI 1,7,8 and IIQE 1,2,3.

• CFP/CFA/HKRFP qualified holders are preferred.

Job Offer

• Up to 18 days annual leave
• Medical coverage
• Benefits & package
• Commission & Incentives
• Career development and exposure

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Matt O'Shaughnessy on +852 3602 2438