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 and customer management

• Applies a collaborative team approach, including the appropriate utilization of specialists, to proactively develop and deliver comprehensive wealth management solutions for clients
• Deepens customer relationships continuously and optimizes revenue through new customer acquisition and additional wallet share/cross-selling.
• Proactively manages customers who pose a risk and develops a succession strategy to mitigate attrition risks and losses during generational transitions.
• Embraces new processes and product initiatives and carefully utilizes available tools in daily operations

Risk management

• Implement an appropriate 'First Time Right' culture, including high K'YC quality, positive control results, and high-quality documentation of CDD via 360°.
• Ensures timely resolution of outstanding items, alerts, notifications, training, and/or conditions that result in no or only a limited number of overdue items
• Learn and stay familiar with risk categories/awareness, applicable guidelines, and necessary topics.

Your profile

Personal and social skills

• Very good interpersonal skills
• Open and accessible
• Shows genuine interest in people
• Ability to relate to customers and colleagues from different backgrounds
• A natural team player
• Persistent and tenacious
• Passionate about customer service
• Possesses good judgment and ability to work under pressure
• Plans, organizes, and performs 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 with the geographical market(s) to be covered Linguistic skills and cultural awareness
• Familiar with the legal and regulatory environment
• Sound commercial judgment and knowledge of global financial markets
• Ability to match customer requirements with suitable product solutions
• willingness to travel
• Relevant regulatory licenses of HKMA/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), which requires applicants to undergo reference checks from previous and/or current employers (authorized institutions) for the last seven years.