Customer Relationship Manager

Reporting to the Branch Manager, you will be responsible for providing excellent service to VIP Banking customers to satisfy their wealth management needs.

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

To meet the challenge, you should possess the following qualifications and attributes:

• Degree holder
• Minimum 2 years' experience in selling wealth management products for 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
• Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM) qualification is preferable

This position is an in-scope position under the Mandatory Reference Checking Scheme.  Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.

Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks