Relationship Manager (Hong Kong)

Job description: Relationship Manager (Hong Kong)

Tasks

Customer orientation

• Responds to all customer inquiries in a timely and professional manner
• Ensures a high level of customer satisfaction by adapting the frequency and intensity of communication to customer preferences
• Provides appropriate investment advice in accordance with bank policies and asset allocation
• Forwards customer feedback on products and services to the appropriate 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)

Customer and brochure management

• Is responsible for proactively developing and maintaining 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 attrition risks and losses on generational handover
• Embraces new processes and product initiatives and makes diligent use of available tools in daily business

Risk management

• Identifies, assesses risks in decisions and considers future outcomes in light of the applicable risk level, takes full responsibility and provides risk mitigation measures
• Raises concerns, tracks issues and escalates issues in a timely manner to front line team leaders/front line management or second line of defense
• Promote collaborative and proactive exchange processes with the relevant risk, compliance and legal functions
• Ensures compliance with rules and guidelines as well as the "Principles of Good Conduct"

Requirements

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 convincing
• Passionate about customer orientation
• 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 servicing a client book and acquiring new relationships
• Certification as a Certified Private Wealth Professional (CPWP) preferred

We offer