Relationship Manager, Private Banking
KEY RESPONSIBILITIES / CHALLENGES:
Acquiring and managing HNW client base
Achieve sales targets and increase market share
Achieve a high level of client satisfaction and retention
Source and call on individual potential customer within the assigned territory
Identify Private Banking service needs of the clients and provide customized investment and wealth planning solutions
Handle relationship management of new and existing Private Banking clients in a fair , honest and high professional manner
Enhance bank-customer relationships by expanding existing customers’ portfolio holdings
Actively participate in Private Banking marketing and promotional activities for customer acquisition
Actively allocate clients’ portfolio in accordance to their needs in investment
Complete regular client and prospect call reports by using the Sales Management Process System
Maintain high level of client service quality
Establish profitable client relationship pricing and appropriate marketing cost control
Ensure aggressive sales targets for all relevant products is met accordingly to the business strategy set, in addition to meeting client service quality standard levels set by the bank
Comply the KYC, AML, CRM guidelines and other internal risk control program prudently
Assist in business planning and marketing strategy
Ensure account documentation, credit application / policy guidelines are adhered to
Ensure effective communications with Management and other units
Report to Senior VP and team leader for any suspicious client dealings and client complaints
Review lists of top ten clients and top ten prospects with the team leader on a quarterly basis for visitation purpose
Work as a team with other team members in a harmonious, positive working atmosphere
SELECTION CRITERIA:
University degree preferably in Economics/Finance
Relevant banking experience, preferable in sales/marketing
Proven track record with solid years
Substantial client base preferred
Good knowledge of Bank's products, procedures and legal requirements
Sound knowledge of Private Banking products and services
Capable of understanding clients’ requirements and problem solving
Excellent understanding and a practitioner of Service Quality principles
Excellent administrative and organizational skills
Good communication skills with a good command of both spoken and written English and Mandarin
Proficient in PC applications |
