Relationship Manager, Intelligence Banking

Main Responsibilities

Customer Acquisition, Reactivation and Services:
- Expand premier segment by acquiring new customers or upgrade existing high net worth customers
- Reactivate existing high net worth customers, identify their needs and explore AUM top up opportunity
- Provide full range of wealth management products and services in order to increase Investment and Insurance penetration
- Support customers to complete IPQ or renew expired IPQ
- Refer potential Investment and Insurance customers and handshake to RM or specialist
- Be professional to provide knowledgeable product information and high service standards to customers

Promotion of Online Trading and Services:
- Promote online trading and Bank's digital platforms to increase Investment and Insurance penetration
- Increase mobile and online banking usage and penetration
- Perform as digital ambassador to settle customers' enquiries on digital and online services

Relationship Building and Services:
- Establish good relationship with both internal and external stakeholders
- Handle customer enquiries and complaints in a professional and effective way to ensure customer satisfaction
- Provide superior service to customers in accordance with Bank's required service standards

Sales Governance and Compliance Control:
- Adhere to Bank's and Regulators' policies, standards, operations guidelines/procedures, security and internal control measures
 

Requirements

- Bachelor's degree in business, finance or other relevant qualification
- Minimum 2-3 years banking experience in retail banking or retail distribution
- Qualifications in IIQE/HKSI related areas are required
- CFP/CFA qualification preferred
- Sales and customer oriented, with good communication and interpersonal skills
- Self-motivated and able to work under pressure
- Exposure to investment products and premier banking services preferred
- Strong communication skills in both English and Chinese (Cantonese & Mandarin)
 

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.