Relationship Manager (Hong Kong)

Tasks

• As a Private Residing Relationship Manager (RMB), you are the primary point of contact between the client and the bank.
• You will report to management or a client-facing employee and will be responsible for managing clients' wealth and a designated client base, which may include Portfolio and Retail World Private Clients.
• You will work with the advisory wealth management team to manage clients' needs and requests and fulfill their wishes.
• We serve bank clients with high-net-worth needs and advocate for our clients' priorities and concerns.
• We communicate and actively engage with our customers in a dynamic and professional manner.
• To achieve and maintain a high level of customer satisfaction and attain the highest level of customer loyalty by meeting our customers' expectations and needs.
• Providing a personal touch and offering solutions for clients with high-net-worth needs.
• Understanding the client's investment profile, as well as their investment goals and risks.
• Assist the client in implementing and executing investment strategies and ensure that the client's requirements and investments are met.
• Increasing returns for clients by developing new products and services.
• Participation in the development and implementation of our training and development programs.
• Supporting the development of new products and services for the market and for our employees.
• Training and professional development for employees in the areas of financial planning, risk management, and product knowledge.
• Ensuring high-quality results and a high level of customer satisfaction.
• Participation in the development of our business model.
• Participate in the development and implementation of training and development programs for the bank and its subsidiaries.
• Ensuring the timely delivery of customer service and adherence to quality standards.
• Ensuring the quality of the products and services provided.
• Providing an environment for the development of new products and services.
• Providing an appropriate level of service to customers in accordance with the Bank's policies and procedures.
• Providing timely and accurate information to customers.
• Ensuring that the bank's products and services comply with the bank's policies and procedures.
• Ensuring that the bank's customers are satisfied with the service provided.
• Manage client assets and ensure that client assets are managed and monitored so that all clients receive the appropriate services in accordance with the bank’s policies and procedures.
• Compliance with regulatory requirements, including anti-money laundering (AML) procedures.

Requirements

• Personal and social skills:
  • Excellent interpersonal skills
  • Excellent communication skills
  • Excellent negotiation skills
  • Good time management skills
  • Good organizational skills
  • Excellent presentation skills
  • Excellent analytical skills
  • Excellent problem-solving skills
  • Excellent decision-making skills
  • Excellent planning skills
  • Excellent project management skills
  • Excellent leadership skills
  • Excellent team player
  • A very strong sense of responsibility
  • Exceptional business acumen
  • A very strong focus on customer needs
  • Initiative and a sense of responsibility, as well as a willingness to take on responsibility for a wide range of tasks
• Education:
  • In addition to an academic career, we require a degree in the humanities, economics, business administration, and/