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Relationship Manager

Relationship Manager

Ark Group International (Hong Kong) LimitedSingapore
20 days ago
Job description

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 requirements
  • Excellent interpersonal andmunication skills with strong client centricity
  • Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention
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    Relationship Manager • Singapore