Relationship Manager

Responsibilities:

• Serve as a trusted advisor and deliver comprehensive wealth management and personal banking solutions to customers through the branch network.
• Build, nurture, and deepen long-term relationships with both existing and prospective clients to drive customer loyalty and business growth.
• Conduct thorough financial needs analyses to understand customers' banking, investment, insurance, and wealth management requirements.
• Recommend and tailor suitable financial products and services based on customers' financial goals, risk appetite, and banking needs.
• Collaborate with internal partners to identify referral opportunities and promote cross-selling initiatives that contribute to sustainable revenue growth.
• Partner closely with Branch Managers, District Managers, Investment Specialists, Wealth Coaches, and other stakeholders to develop a robust sales pipeline and achieve business targets.
• Ensure all sales activities and customer interactions comply with regulatory requirements, internal policies, and anti-money laundering (AML) standards.
• Provide coaching, guidance, and knowledge sharing to junior team members when required.
• Support and participate in branch-based and external marketing campaigns, customer events, and promotional activities to enhance business development efforts

Requirements:

• Bachelor's degree or equivalent qualification; professional certifications such as IIQE, HKSI, MPF, and CFP® are highly desirable.
• Possession of Certified Banker (CB) professional qualifications and/or industry awards will be an advantage.
• Proven experience in managing, developing, and expanding a client portfolio with demonstrated business results.
• Minimum 2 years of solid experience in retail banking, with strong knowledge of investment and insurance products; exposure to corporate banking products and services would be beneficial.
• Strong stakeholder management and influencing skills, with the ability to drive referrals and uncover cross-selling opportunities across different business teams.
• Fast learner with strong adaptability and resilience in a dynamic and rapidly evolving business environment.
• Customer-centric mindset with an excellent ability to identify client needs and build lasting relationships with both individual and business customers.
• Self-motivated, proactive, independent, and professional, with strong interpersonal and communication skills.
• Excellent written and spoken English and Chinese; proficiency in Putonghua is an added advantage.
• Candidates with less relevant experience may be considered for the position of Deputy Relationship Manager, Wealth Management.