Relationship Manager

岗位职责:

1. 通过为高净值客户提供专业的理财咨询与全方位的综合金融服务以达成业绩目标；
2. 通过转介绍、市场活动等渠道拓展新客户，筛选有效客户，与客户建立深度链接，提升客户转化率；
3. 通过对客户（高净值个人、财富家族、大型机构）的综合投资理财需求分析，以帮助客户制订资产配置方案并提供投资建议；
4. 通过持续跟进与服务，为客户不断提供专业的投资、财富传承、移民、税务、法务、教育、全球置业等全方位的综合服务，保持与客户长期的良好关系。

任职要求:

1、能够精准定位目标客户，并通过合适的渠道进行沟通、建立信任，洞察需求、产生业务机会的能力；

2、以客户为中心，提供存续服务与维系情感链接的能力；

3、能够根据客户特点与需求，提供对应的产品、建议及资产配置方案的能力；

4、金融宏观、市场知识，对各类产品有较为深入的了解，能够依据市场情况与客户的实际情况，为客户综合分

析各类产品的优劣势，并进行组合；

5、具备较强的学习欲望与学习能力；

6、具备良好的客户服务精神及沟通影响力；

7、具备良好的职业操守，清晰的合规理念与行为准则；

8、勤奋、坚韧、追求卓越

Job Description:

1. Grow the business through proactive acquisition and retention of HNW/ UHNW clients;
2. Build and develop a deep understanding of clients’ investment needs;
3. Provide sound financial advice to clients working in partnership with different internal teams;
4. Be a strong advisor to the clients in their wealth planning and work to continually strengthen the client relationships
5. Ensure compliance to the bank's and regulatory requirements.

Requirements:

1. Bachelor’s Degree in Finance, Business or related discipline.
2. Minimum of 5 years’ banking experience in private bank or wealth management sector.
3. Carry out analysis to identify opportunities for expanding customer base and improving sales.
4. Have mutual understanding of client centricity.
5. Proven good track record in IWM business.
6. Sound knowledge of private banking products, wealth Inheritance, tax & legal consultation, global real estate etc.
7. Good understanding of compliance and regulatory requirements
8. Excellent interpersonal and communication skills with strong client centricity
9. Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention