Elite Relationship Manager – Existing Customer Portfolio / Farmer Role (40–90K)

PURSUIT CONSULTANCY LIMITED; Hong Kong; On-site; HKD 446,000 - 1,004,000; Full time

Job summary

PURSUIT CONSULTANCY LIMITED is seeking an Elite Relationship Manager to manage an existing retail banking customer portfolio in Hong Kong. You will identify wealth management opportunities, including investments and insurance, and build long-term client relationships.

You will cross-sell products, respond to referrals, and strive to meet sales targets while delivering tailored banking solutions and excellent client service.

Qualifications

• Manage and develop an assigned portfolio of existing retail banking customers.
• Conduct customer portfolio analysis to identify wealth management opportunities,including investment and insurance products.
• Proactively build and maintain strong, long-term relationships with existing customers.
• Understand customers’ financial needs and goals and provide suitable banking and wealth management solutions.
• Cross-sell and up-sell the bank’s products and services to deepen customer relationships and grow the existing portfolio.
• Follow up on customer needs, referrals and opportunities generated from the assigned customer pool.
• Achieve assigned business and sales targets through effective management and development of existing customer relationships.
• HKCEE / HKALE / HKDSE or above.
• Proactive, customer-focused and willing to achieve assigned sales targets.
• Experienced Candidates will be considered as Senior Relationship Manager / Insurance Specialist / Investment Specialist/ Team Head/ Branch Manager with offer up to 90k

Responsibilities

• Manage and develop an assigned portfolio of existing retail banking customers.
• Conduct customer portfolio analysis to identify wealth management opportunities, including investment and insurance products.
• Proactively build and maintain strong, long-term relationships with existing customers.
• Understand customers’ financial needs and goals and provide suitable banking and wealth management solutions.
• Cross-sell and up-sell the bank’s products and services to deepen customer relationships and grow the existing portfolio.
• Follow up on customer needs, referrals and opportunities generated from the assigned customer pool.
• Achieve assigned business and sales targets through effective management and development of existing customer relationships.

Skills

Cantonese

Mandarin

Customer-focused

Sales targets

Relationship management

Education

HKCEE / HKALE / HKDSE or above

Tools

IIQE Papers 1-3

HKSI Papers 1,7,8

Job description

Elite Relationship Manager – Existing Customer Portfolio / Farmer Role (40–90K)

Manage and develop an assigned portfolio of existing retail banking customers

Conduct customer portfolio analysis to identify wealth management opportunities, including investment and insurance products

Proactively build and maintain strong, long-term relationships with existing customers

Understand customers’ financial needs and goals and provide suitable banking and wealth management solutions

Cross-sell and up-sell the bank’s products and services to deepen customer relationships and grow the existing portfolio

Follow up on customer needs, referrals and opportunities generated from the assigned customer pool

Achieve assigned business and sales targets through effective management and development of existing customer relationships

HKCEE / HKALE / HKDSE or above.

Proactive, customer-focused and willing to achieve assigned sales targets.

Good command of Cantonese and Mandarin; English proficiency is preferred.

Candidates with IIQE Papers 1, 2 & 3 and HKSI Papers 1, 7 & 8 are highly preferred.

Experienced Candidates will be considered as Senior Relationship Manager / Insurance Specialist / Investment Specialist/ Team Head/ Branch Manager with offer up to 90k

Insurance agents with half year of experience will be consider as General Banking Officers (21.5k - 26k)