Relationship Manager (Hong Kong)

Job description: Relationship Manager (Hong Kong)

Your challenge

Client experience

• Answers all customer inquiries promptly and professionally
• Ensures a high level of customer satisfaction by adapting the frequency and intensity of contact to customer preferences
• Provides appropriate investment advice in accordance with bank policies and asset allocation
• Forwards customer feedback on products and services to the relevant specialists within the bank to ensure continuous improvement and adaptation to market trends
• Participates in the development and implementation of client initiatives and new marketing strategies and supports ad hoc projects as required by management (team leader and/or others)

Risk management and customer relationships with ultra-high-net-worth customers

• Proactively develops and maintains a portfolio of high-net-worth and/or ultra-high-net-worth clients
• Applies a collaborative team approach, including the appropriate utilization of specialists, to proactively develop and deliver comprehensive wealth management solutions for clients
• Continuously deepens customer relationships and optimizes revenues through acquisition of new customers and additional share of wallet/cross-selling
• Proactively manages client risks and develops a succession strategy to mitigate churn risks and generational losses
• Embraces new processes and product initiatives and diligently utilizes available tools in daily operations

Risk management

• Implements and achieves an appropriate 'first-time-right' culture, including high K'YC quality, positive control outcomes and high quality documentation of CDs via 360°
• Ensures timely resolution of outstanding items, alerts, notifications, training and/or conditions, resulting in no or few overdue items
• Learns and stays familiar with risk rubrics/sanctions/alerts/applicable policies and necessary topics

Your profile

Personal and social skills

• Very good interpersonal skills
• Open and accessible
• Shows genuine interest in people
• Ability to engage with customers and colleagues from different backgrounds
• A natural team player
• Persistent and tenacious
• Passionate about customer service
• Possesses good judgment and the ability to work under pressure
• Plans, organizes and carries out work autonomously and allocates working time independently

Professional and technical skills

• Proven track record in managing a client book and acquiring new relationships
• Solid affinity to the geographical market (market knowledge)
• Linguistic skills and cultural awareness
• Familiarity with the legal and regulatory environment
• Solid commercial judgment and knowledge of global financial markets
• Ability to combine customer needs with suitable product solutions
• Willingness to travel
• Relevant regulatory licenses of HKSAR/SFC
• Certification as a Certified Private Wealth Professional (CPWP) preferred

MRC in-scope position

• This position is subject to the Mandatory Reference Checking Scheme (MRC Scheme), whereby applicants are subject to reference checks from previous and/or current employers (authorized institutions) for the last seven years.