We are currently seeking an experienced and dynamic Relationship Manager to join our team at a prestigious foreign bank. With a rich history and strong roots in Hong Kong, our bank is known for providing a wide range of banking products and specialised investment services. This is an exceptional opportunity to work with premier clients, specifically those with assets exceeding 1.5 million. If you have a minimum of 2 years of experience in Investments & Insurance (I&I) and a passion for delivering exceptional customer service, we would love to hear from you.
Responsibilities:
- Manage a portfolio of premier clients with assets above 1.5 million
- Build and maintain strong relationships with clients, providing personalised financial advice and solutions
- Conduct comprehensive financial reviews to understand client's goals and objectives
- Develop and implement tailored investment strategies to optimise client's wealth management
- Collaborate with internal teams to ensure seamless delivery of banking products and services
- Stay updated on market trends, investment opportunities, and regulatory changes
- Actively promote and cross-sell banking products and services to maximise client engagement
Requirements:
- Minimum of 2 years of experience in direct sales of Investments OR Insurance (I&I)
- Proven track record in handling premier clients
- Sound knowledge of retail banking products, investment vehicles, and financial markets
- Strong understanding of risk management, asset allocation, and portfolio diversification
- Excellent communication and interpersonal skills to build rapport and trust with clients
- Results-oriented mindset with a focus on exceeding client expectations
- Relevant certifications are preferred
- Bachelor's degree in Finance, Economics, or a related field is advantageous
Interested parties please click Apply Now to submit your CV to us. For any enquiries and immediate response, please feel free to send you CV or contact Phoebe Lai at p.lai@gravitasgroup.com or by phone +852 3896 2532/+852 9523 2370