Relationship & Wealth Banking Manager

WallStone Partners & Company Limited; Hong Kong; On-site; HKD 257,000 - 391,000; Full time

Job summary

WallStone Partners & Company Limited in Hong Kong seeks a General Banking Manager to manage relationships with a retail banking client base, drive portfolio growth, and deliver tailored financial solutions.

You will identify and meet customer needs, understand financial goals, and develop strategies for wealth creation and capital preservation while aiming to meet KPIs and profit targets.

Qualifications

• Identify customer needs and deliver tailored financial solutions.
• Understand customers' financial goals to provide holistic wealth management advice.
• Achieve KPIs and profit targets by expanding existing relationships and acquiring new ones.
• Enhance customer loyalty by proactively meeting needs with internal partners.

Responsibilities

• Manage and strengthen relationships with a portfolio of retail banking customers.
• Acquire, develop and retain customer relationships to drive portfolio growth.
• Identify customer needs and deliver tailored financial solutions.
• Understand customers' personal and professional financial goals to provide holistic wealth management advice.
• Develop individualized strategies focused on wealth creation and capital preservation.
• Achieve assigned KPIs and profit targets by expanding existing customer relationships and acquiring new ones.
• Enhance customer loyalty by proactively meeting their needs directly or through internal partners.

Job description

WallStone Partners & Company Limited in Hong Kong seeks a General Banking Manager to manage relationships with a retail banking client base, drive portfolio growth, and deliver tailored financial solutions.

You will identify and meet customer needs, understand financial goals, and develop strategies for wealth creation and capital preservation while aiming to meet KPIs and profit targets.