!!!! JOB OPENINGS !!!! [Retail Bank Relationship Manager] Key Roles & Responsibilities - Reporting to the Branch Manager, Sales & Distribution, you will be responsible for marketing new business and proactively providing differentiated service to our existing premier customers in order to maximize profitability. -Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client. - Build, understand and sustain relationships with the clients circle of influence - Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance. - Serve as a problem-solver for the client, helping them identify investment criteria, recognise and handle concerns that arise as consultation moves closer to decision. - Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment. - Retain existing high value clients by growth of wallet with the bank through relationship management activities. Qualifications & Skills - Tertiary / university education with consumer banking sales and service experience, preferably with specialization in the affluent market segment - Passes in the HKSI Licensing Examination Paper 1, 7 & 8 and Insurance Intermediaries Qualifying Examination 1, 2, 3 & 5, or equivalent - Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services - Proficient to comprehend and disseminate appropriate financial information to customers - Excellent service attitude with strong interpersonal and negotiation skills. - Fluency in English, Cantonese & Putonghua with excellent command of written English and Chinese If interested, please forward your CV to wilson@lees-global.
Posted on: Mon, 17 Mar 2014 04:25:29 +0000
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