Relationship Manager, Intelligence Banking (Consumer 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
• Fresh graduate will also be considered
• 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.