Senior Relationship Manager – Personal Banking

Responsibilities

• Solicit new businesses, cultivate and retain long-term partnerships through regular reviews, ensuring the bank remains the customers’ primary financial institution
• Conduct comprehensive assessments of customers’ financial positions, risk appetites, and life goals to deliver tailored product solutions, including wealth management and credit services
• Expand existing portfolio through deepening of customer relationship. Proactively expand the customer base through strategic networking, lead generation, and targeted marketing campaigns to meet revenue targets.
• Connect Specialists Team to provide tailor-made services and solutions to fulfill customers’ needs and ambitions
• Plan and execute in-branch and off-site events to raise brand awareness and showcase new financial products to both current and prospective customers
• Comply with all applicable regulations, rules, codes, guidelines and standards set by regulators and the Bank, and carry out duties with high integrity
• Serve as a coach / mentor for subordinates and junior sales staff to groom new members
• Support branch transformation initiatives, providing feedback of our services from customers for continuous service improvement

Requirements

• University graduates preferred, with a minimum of 4 years' banking experience providing financial services to retail customers
• Experience in managing and growing assigned customer portfolio will be a definite advantage
• Relevant HKIB qualification is an advantage
• HKIB Certified Bankers preferred
• Proven track record in selling investment products is highly preferable
• Passed in the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent)
• Passed in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer (HKSI Paper 1, 7, 8 or equivalent)
• Passed in the Mandatory Provident Fund (MPF)
• Sound knowledge in retail banking products & services, and able to ensure excellent services are provided
• Proactive, mature, independent, customer-focused, and pleasant
• Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage