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Aston Carter is a distinguished global provider of recruitment services to companies requiring highly specialised business professionals. We have an unrivalled commitment to delivering first class service to our clients and candidates across business professional disciplines. With more than 60 offices across Europe, Asia Pacific and North America, Aston Carter provides local, regional and global expertise to drive value and meet our customers’ unique needs. Aston Carter is an operating company of Allegis group, a global talent solutions provider.

Aston Carter is a distinguished global provider of recruitment services to companies requiring highly specialised business professionals. We have an unrivalled commitment to delivering first class service to our clients and candidates across business professional disciplines. With more than 60 offices...

Aston Carter is a distinguished global provider of recruitment services to companies requiring highly specialised business professionals. We have an unrivalled commitment to delivering first class service to our clients and candidates across business professional disciplines. With more than 60 offices across Europe, Asia Pacific and North America, Aston Carter provides local, regional and global expertise to drive value and meet our customers’ unique needs. Aston Carter is an operating company of Allegis group, a global talent solutions provider.

Senior Relationship Manager - Excellent Location with Creamy Client Base

Job level Middle
Work exp Minimum 5 Years
Education Bachelor Degree
Location
Not Specified Not Specified Unspecified
Employment type
Benefits 5-day week, Dental plan, Flexible working hours, Gratuity, Insurance plan, Medical plan, Paid overtime, Performance bonus
Industry Banking
Job function Banking / Finance > Investment & Securities
Banking / Finance > Retail Banking / Branch Banking
Published On 24/01/2018 2018-01-24 2018-02-23

Our client is from a top tier bank and looking for a senior relationship manager to take over a creamy portfolio that over HKD2B AUM with high investment holding. Only experienced RM would be considered.

Duties

  • Handle existing creamy clients and conduct regular review and analysis on portfolios
  • Identify existing and prospective customers' needs of financial services, including both products & services
  • Make sure businesses are aligned with regulatory compliance requirements
  • Provide professional advice on suitable financial products & services to meet existing and prospective customers' needs, including but not limited to the provision of investment, insurance and other banking products

Requirements

  • University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFPCM preferred
  • Experiences and proven track record in managing and growing an assigned customer portfolio will be a definite advantage
  • Sound knowledge and at least 4 years' solid experiences in retail banking front office sales
  • Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
  • Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers
  • Proactive, mature, independent, customer-focused, and pleasant
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus