Relationship Manager (Hong Kong)

Tasks

The Relationship Manager Private Banking (RM) is the primary point of 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. This includes providing comprehensive wealth management solutions to meet client needs, as well as dealing with:

• Responds to all customer needs in a timely and professional manner
• Ensures that customer satisfaction remains at a high level by adjusting the frequency and intensity of contact to customer preferences
• Provides appropriate investment advice in accordance with the bank's guidelines and asset allocation
• Responsible for proactively communicating customer feedback regarding 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 customer initiatives and new marketing strategies and supports ad hoc projects as requested by management (team leaders and/or others).

Risk management and customer administration

The RM is responsible for proactively developing and maintaining a portfolio of high net worth and/or ultra high net worth clients.

• Employs a collaborative team approach, including the appropriate use of specialists, to proactively develop and deliver comprehensive wealth management solutions
• Continuously deepens customer relationships and optimizes earnings by acquiring new customers and increasing market share/cross-selling.
• Proactively manages customer risks and develops a succession strategy to minimize churn risks and losses due to generational change.
• Accepts new processes and product initiatives and utilizes available tools in daily business

Requirements

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
• Tenacious and persistent
• Passionate about customer service
• Possesses good judgment and 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 customer base and acquiring new relationships
• Solid affinity with the geographical markets to be served
• Knowledge of 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