Relationship Manager (Hong Kong)

About the job

The Relationship Manager Private Banking (RM) is the primary contact between the client and the bank. He/she acts as an external ambassador for the bank and is responsible for the proactive and autonomous management of a portfolio of high net worth and/or ultra high net worth clients.

Tasks

The RM is responsible for:

• Providing comprehensive asset management solutions to meet client needs
• The proactive and autonomous management of a portfolio of clients
• Representing the bank as an ambassador
• Proactively delivering customer feedback to the relevant specialists within the bank
• Participation in the development and implementation of customer initiatives and new marketing strategies

Risk management and customer administration

The RM is responsible for:

• The proactive development and delivery of comprehensive wealth management solutions for ultra-high-net-worth clients
• The continuous deepening of customer relationships and the optimization of sales through the acquisition of new customers and the increase in market share
• Proactive management of customer risks and development of succession strategies to minimize attrition risks and losses due to generational change
• Implementation and achievement of a "first time right" culture, including high KYC quality, positive control results, and high-quality CDD documentation

Requirements

The RM should possess the following characteristics and skills:

Personal and social skills

• Very good interpersonal skills
• Open and accessible
• Shows genuine interest in people
• Ability to connect with customers and colleagues from diverse backgrounds
• Natural team player
• Persistent and persevering
• Passionate about customer service
• Possesses good judgment and the ability to work under pressure

Professional and technical skills

• Proven track record in customer care and acquiring new relationships
• Strong affinity with the geographical market
• Familiarity with the legal and regulatory environment
• Sound business judgment and knowledge of global financial markets
• Ability to match customer needs with suitable product solutions
• Willingness to travel
• Relevant regulatory licenses of HKMA/SFC
• Certification as a Certified Private Wealth Professional (CPWP) preferred