Premier Relationship Manager, International - HK Business

Principal Responsibilities

In this role you will

• Acquire, develop and retain new Non-Resident Premier Clients via outreach activities & referral sources as well as conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of clients

• Advise on a full range of products and services that include both manufactured products and those provided by external partners

• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business

• Deliver needs-based solutions through effective communication and influencing

• Adhere to policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures

• Maintain the levels of operational integrity required and adhere to the Business Principles and Values

Qualifications

To be successful you will need

• Bachelor’s degree or equivalent experience, preferably in finance, business or a related discipline

• Experience working in relevant environment with a track record of gaining an understanding of customers' needs and delivering excellent customer service

• Knowledge of financial planning and wealth products; and clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment

• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements

• Proficient in both English and Chinese

• Mandarin, Cantonese and English-speaking skills are advantageous