Relationship Manager [Priority Banking - Onshore]

Roles & Responsibilities

[Job ID : 401769]

Join our Priority Banking – Onshore team as a Relationship Manager and shape the financial future of our high-net-worth clients.

We offer more than just banking; we provide bespoke wealth solutions. In this role, you will be the primary advisor, conducting consultative analysis to understand and meet the unique financial objectives of our clients.

We are seeking a dynamic professional with at least 1 year of relationship management experience. Your expertise will be crucial in deepening client relationships by providing insightful market updates and trend analysis. If you are driven to exceed targets and thrive in a collaborative, high-performing environment, this is your opportunity to build a rewarding career with a leading international bank.

Responsibilities :

• Maximize new business, acquisition, and referral opportunities while deepening existing customer relationships for the Priority Clients segment.
• Conduct professional, consultative financial analysis and profiling sessions with customers to meet their financial needs and objectives.
• Foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
• Participate in marketing and promotional activities for customer acquisition.
• Source and call on individual prospects.
• Provide quality, efficient after-sales services.
• Comply with all applicable money laundering prevention procedures and report any suspicious activity to the Transaction Monitoring Unit.
• Ensure compliance with all regulations and controls set by the bank and external regulatory authorities.

Requirements :

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name : Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no. : R25157470

EA License no. : 07C5771

Tell employers what skills you have

Wealth Management

Investments

Customer Relationships

Relationship Management

Wealth

Trend Analysis

Customer Acquisition

Compliance

Financial Analysis

Communication Skills

Banking

Customer Service

KYC

Financial Services