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Relationship Director - International Leading Bank in Hong Kong

49 days ago: Page Personnel

Job Description



The Relationship Director will be responsible for managing relationship with ultra-high net worth clients and providing financial advice aimed at capital preservation and wealth creation. Client Details Our client is an international leading bank with a long presence, providing quality financial services and extensive wealth products to clients worldwide. As part of business expansion in Asia, they are seeking a high caliber professional for the position of Relationship Director to join their Retail Banking team. This is a senior role within wealth management. Description * To manage the total wealth of clients by matching investment products and financial services to the diverse needs of ultra-high net worth clients * To achieve profit growth by developing existing client relationships and acquiring new clients * To conduct financial reviews and provide tailored-made advice for wealth creation and capital preservation * To interpret the changing needs of clients and deliver exceptional quality services to exceed expectations * To coach, mentor and motivate team members on skillsets and activity planning * To work collaboratively with other internal business partners to support branch improvement initiatives and increase client loyalty * To maintain a high level of operational integrity and adhere to local and global compliance Profile * Bachelor's degree, preferably in Finance or a related discipline * Solid years of experience in serving ultra-high net worth clients at a financial institution * Expert knowledge in wealth products, both investment and insurance * High level of customer centricity mindset and ability to develop long term client partnerships * Proven track record and sales results in wealth products and portfolio management * Effective communication, influencing and sales skills * Holder of relevant investment and insurance licenses. Certified Financial Planner or other relevant qualification would be an advantage * Proactiveness and ability to engage with colleagues, coach and manage designated support staff * Strong awareness of operational risk, internal controls and compliance * Good command of English, Cantonese and Mandarin Job Offer * An attractive basic salary and a quarterly incentive scheme plus year-end bonus * Work-life balance: 25 days paid annual leave plus other leave entitlement e.g. birthday, marriage, volunteer work * Health and medical insurance coverage for you and your family * A market-leading retirement benefit scheme with employer's contribution * Progressive career advancement opportunities to Senior Relationship Director or management roles To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Olivia Xie on +852 2258 3411The Relationship Director will be responsible for managing relationship with ultra-high net worth clients and providing financial advice aimed at capital preservation and wealth creation. Client Details Our client is an international leading bank with a long presence, providing quality financial services and extensive wealth products to clients worldwide. As part of business expansion in Asia, they are seeking a high caliber professional for the position of Relationship Director to join their Retail Banking team. This is a senior role within wealth management. Description * To manage the total wealth of clients by matching investment products and financial services to the...