Relationship Manager
1、能够精准定位目标客户,并通过合适的渠道进行沟通、建立信任,洞察需求、产生业务机会的能力;
2、以客户为中心,提供存续服务与维系情感链接的能力;
3、能够根据客户特点与需求,提供对应的产品、建议及资产配置方案的能力;
4、金融宏观、市场知识,对各类产品有较为深入的了解,能够依据市场情况与客户的实际情况,为客户综合分
5、具备较强的学习欲望与学习能力;
6、具备良好的客户服务精神及沟通影响力;
7、具备良好的职业操守,清晰的合规理念与行为准则;
8、勤奋、坚韧、追求卓越
Job Description :
- Grow the business through proactive acquisition and retention of HNW / UHNW clients;
- Build and develop a deep understanding of clients’ investment needs;
- Provide sound financial advice to clients working in partnership with different internal teams;
- Be a strong advisor to the clients in their wealth planning and work to continually strengthen the client relationships
- Ensurepliance to the bank's and regulatory requirements.
Requirements :
Bachelor’s Degree in Finance, Business or related discipline.Minimum of 5 years’ banking experience in private bank or wealth management sector.Carry out analysis to identify opportunities for expanding customer base and improving sales.Have mutual understanding of client centricity.Proven good track record in IWM business.Sound knowledge of private banking products, wealth Inheritance, tax & legal consultation, global real estate etc.Good understanding ofpliance and regulatory requirementsExcellent interpersonal andmunication skills with strong client centricityTeam player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention