Team Lead, Relationship Manager (Retail banking)

Bauer Kaiser & Co Limited; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

Leadingnation is seeking a senior frontline leader to drive revenue, coach a team of relationship managers, and manage high-value client relationships in a banking services context.

The role focuses on mentoring staff, expanding business with potential customers, and maintaining top service quality while achieving sales targets.

Qualifications

• Lead, mentor, and develop a high-performing team of relationship managers.
• Strengthen business relationships to improve service quality and achieve targets.
• Coach sales staff through joint calls to boost productivity.
• Achieve team/branch sales targets.
• Obtain customer feedback and handle complaints professionally.
• Organize promotional activities to acquire new business.

Responsibilities

• Drive revenue growth and manage high-value client relationships.
• Coach and supervise relationship managers to improve performance.
• Support and strengthen relationships with potential customers to win business.
• Organize promotional activities to attract new clients and opportunities.

Skills

Leadership

Coaching

Relationship management

Client relationships

Sales productivity

Promotional events

Education

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

HKSI Licensing

IIQE Licensing

Job description

• Sales Leadership and Coaching
• Sales Management path
• Strong banking platforms

This is a senior frontline leadership role focused on drivingrevenue, coaching sales staff, and managing high-value client relationships.

Key requirements:

• To lead, mentor, and develop a high-performing team of relationship managers
• To support and strengthen business relationships for potential customers to improve service quality and achieve business target
• Manager and enhance sales staff's productivity including joint call and provide coaching
• Responsible to achieve Team / Branchsales business
• Obtain customer feedback and handle complaints in a professional manner
• Organize various promotional activities for acquiring new business

Main requirements:

• Bachelor’s degree in Business Administration, Finance, or a related field
• 6+ years of experience in relationship management, preferably both in HK and PRC financial services.
• Proven track record of managing teams and developing client relationships in the PRC market.
• Pass HKSI and IIQE Licensing requirements