Premier Relationship Manager
2 weeks ago
Wealth and Personal Banking (WPB) is a global business combining Retail Banking and Wealth Management, and Global Private Banking, to become a global wealth manager with trillions in assets.
We are seeking an experienced professional to develop our Premier customer base and establish long-term relationships with assigned Premier clientele portfolios.
Main Responsibilities:
- Developing Premier customer relationships and managing their total wealth by matching financial and investment product solutions to their needs.
- Promoting Premier Service to potential customers, exploring their needs, and making referrals to other business units where appropriate.
- Supporting branch improvement initiatives, providing customer feedback, and ensuring compliance with audit requirements and quality assurance.
Requirements:
- University-level education in finance, business, or a related discipline.
- Experience in client-facing environments with excellent relationship-building capabilities.
- Strong sales and customer orientation, with good communication and interpersonal skills.
- High level of customer-centricity mindset with dedication to delivering exceptional quality services.
- Good understanding and strong interest in the financial markets.
- Mature and independent mindset, able to work effectively under pressure.
- Strong commercial orientation with acute interpersonal skills.
- Fluency in Mandarin and English.
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