Relationship Manager

We are a headhunter named Alpha HR. Currently, we are assisting various banks in expanding their teams of Relationship Managers and Investment Specialists.

Duties include:

- Managing relationships with our prestigious clients

- Acquiring, developing, and retaining relationships with a portfolio of prestigious clients

- Assisting clients in articulating their needs and delivering results that exceed client expectations

- Understanding clients on both personal and professional levels to grasp their short-term and long-term financial goals - Providing financial advice leading to personalized strategies aimed at wealth creation and asset preservation

- Achieving agreed-upon key performance indicators and profit growth through the cultivation of existing and new prestigious client relationships

- Enhancing client loyalty by fulfilling their needs directly or through effective and proactive collaboration with other internal business partners

- Cultivating a prestigious team culture and fostering a strong sense of team spirit to boost team loyalty towards the bank

- Adhering to bank compliance guidelines

Who are we seeking?

Requirements:

- University-level education, preferably in finance, business, or a related field - Must pass IIQE (Papers 1, 2, 3) and HKSI (Papers 1, 7, 8) - Minimum 2 years of direct sales/tele-sales experience in banking/call center

- Experience working in a client-facing environment, demonstrating exceptional relationship-building capabilities

- Strong sales focus and customer orientation, accompanied by excellent communication and interpersonal skills

- A high degree of customer-centric thinking, committed to delivering exceptional quality services for customers

- Deep understanding and keen interest in financial markets

- Maturity and independence, capable of functioning effectively under pressure - Strong commercial acumen with sharp interpersonal skills

- Fluent in Cantonese and English, proficient in Mandarin

- Advantageous if you have prior experience as a Relationship Manager

Why should you consider this opportunity?

The client offers an appealing compensation package along with benefits to the right candidate, such as:

- A five-day workweek (Monday-Friday from 9 am to 6 pm)

- Performance bonuses

- Comprehensive healthcare insurance covering oneself and family members

- An employer-matched retirement benefit plan

- Employee Stock Purchase Program

- Work-life balance: 20 days of paid annual leave plus other types of leave entitlements, such as birthdays, marriages, maternity/paternity leaves, studies, volunteering

- Preferential mortgage rates for staff housing loans up to 100% of property valuation or purchase price - Recognized corporate training and development programs

- Opportunities for progressive career advancement

Are you ready to take on this role? Apply now to send your resume with your availability date and expected salary to us!