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Senior Relationship Manager - Retail Banking (50K+ base)Page Personnel
  • Others
  • Base salary + high commission
  • Posted on 01 Apr 2019
Senior Relationship Manager - Retail Banking (50K+ base)Page Personnel
Job Highlights
  • Attractive salary package
  • Competitive incentive scheme
  • Progressive career development
Job Description

The Senior Relationship Manager will be responsible for managing relationship with ultra-high net worth clients and providing financial advice aimed at capital preservation and wealth creation.

Client Details

Our client is an international leading bank with a long presence, providing quality financial services and extensive wealth products to clients worldwide. As part of business expansion in Asia, they are seeking a high caliber professional for the position of Relationship Director to join their Retail Banking team. This is a senior role within wealth management.

Description

  • To manage the total wealth of clients by matching investment products and financial services to the diverse needs of ultra-high net worth clients
  • To achieve profit growth by developing existing client relationships and acquiring new clients
  • To conduct financial reviews and provide tailored-made advice for wealth creation and capital preservation
  • To interpret the changing needs of clients and deliver exceptional quality services to exceed expectations
  • To coach, mentor and motivate team members on skillsets and activity planning
  • To work collaboratively with other internal business partners to support branch improvement initiatives and increase client loyalty
  • To maintain a high level of operational integrity and adhere to local and global compliance

Profile

  • Bachelor's degree, preferably in Finance or a related discipline
  • Solid years of experience in serving ultra-high net worth clients at a financial institution
  • Expert knowledge in wealth products, both investment and insurance
  • High level of customer centricity mindset and ability to develop long term client partnerships
  • Proven track record and sales results in wealth products and portfolio management
  • Effective communication, influencing and sales skills
  • Holder of relevant investment and insurance licenses. Certified Financial Planner or other relevant qualification would be an advantage
  • Proactiveness and ability to engage with colleagues, coach and manage designated support staff
  • Strong awareness of operational risk, internal controls and compliance
  • Good command of English, Cantonese and Mandarin

Job Offer

  • An attractive basic salary and a quarterly incentive scheme plus year-end bonus
  • 24 days paid annual leave plus other leave entitlement e.g. birthday, marriage, volunteer work
  • Health and medical insurance coverage for you and your family
  • A market-leading retirement benefit scheme with employer's contribution
  • Progressive career advancement opportunities to Senior Relationship Director or management roles

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Olivia Xie on +852 2258 3411

Additional Information
Career Level
Middle
Qualification
Degree
Industry
Years of Experience
1 year
Employment Type
Full Time, Permanent
Company details
In 2010, Page Personnel was launched in Hong Kong, complementing the Michael Page offering. Recruiting across the full range of junior roles, we join an international network of Page Personnel offices. As part of the Page Group, we are able to leverage on over 30 years of international recruitment experience and expertise. This has enabled us to deliver the results that you want - the best employees available quickly and with minimum fuss.

So if you're looking to take your career to the next level, visit www.pagepersonnel.com.hk