Retail Banking Relationship Manager: Grow Client Wealth

Gravitas Recruitment Group Hong Kong; Hong Kong; Sur place; HKD 360 000 - 540 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Comprehensive benefits

Cross-border banking exposure

Résumé du poste

Gravitas Recruitment Group Hong Kong is seeking an experienced Relationship Manager / Personal Banking Manager to join the retail banking division of an internationally renowned bank. You will provide tailored financial solutions to individual clients, managing relationships and opportunities to grow the client portfolio.

The role focuses on delivering expert advice across banking products including investment and insurance, meeting sales targets, and ensuring client satisfaction in a fast-paced

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Minimum 3 years of experience in retail banking with direct sales experience on insurance or investment.
• Strong understanding of personal banking products and financial services.
• Excellent interpersonal and communication skills, with a customer-centric approach.
• Proven track record in achieving sales targets and managing client relationships.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in MS Office; familiarity with banking software is a plus.

Responsabilités

• Develop and maintain strong relationships with clients to understand their financial needs and goals.
• Provide expert advice on a wide range of banking products and services, including investment and insurance.
• Identify and pursue new business opportunities to grow the client portfolio and achieve sales targets.
• Conduct regular client reviews to ensure their financial objectives are met and to identify potential areas for additional services.
• Collaborate with various internal teams to deliver seamless banking experiences and enhance customer satisfaction.
• Stay updated on market trends and changes in financial regulations to provide informed recommendations to clients.

Connaissances

Relationship management

Sales targets

Customer service

Interpersonal communication

Financial services

Formation

Bachelor's degree in Finance, Business Administration, or related field

Outils

MS Office

Banking software

Description du poste

Gravitas Recruitment Group Hong Kong is seeking an experienced Relationship Manager / Personal Banking Manager to join the retail banking division of an internationally renowned bank. You will provide tailored financial solutions to individual clients, managing relationships and opportunities to grow the client portfolio.

The role focuses on delivering expert advice across banking products including investment and insurance, meeting sales targets, and ensuring client satisfaction in a fast-paced