Virtual Relationship Manager

Principal responsibilities:

• Manage relationship with our Prestige clients
• Acquire, develop and retain relationships with a portfolio of Prestige clients
• Help clients to articulate their needs, and deliver to exceed client expectations
• Know clients on a personal and professional level to understand their short and long term financial goals
• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new Prestige client relationships
• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
• Develop Prestige team culture and build a strong sense of team spirit to increase the team loyalty to the Bank
• Understand and adhere to compliance
• Maintain the levels of operational integrity required by HASE and adhere to the Business Principles and Values of HASE Requirements:
• University level education, preferably in finance, business or a related discipline
• Passes in IIQE (Paper 1, 2, 3) and HKSI (Paper 1,7,8) a must
• Proven experience in client facing environment, with excellent relationship building capability
• Strong sales and customer orientation, with good communication and interpersonal skills
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Good understanding and strong interest of the financial markets
• Mature and independent mindset, able to work effectively under pressure
• Strong commercial orientation with acute interpersonal skills
• Fluency in Cantonese and English, with additional languages is an advantage