Description
We are seeking an experienced professional to join our team as an Associate Premier Relationship Manager ARM2. In this role, you will support the achievement of Country AOP, achieve agreed Key Performance Indicator objectives, build effective relationships with clients, and maintain a minimum standard of qualifying Premier clients within your portfolio.
Responsibilities:
- Develop existing and new relationships with clients to retain and develop sustainable relationships
- Complete regular reviews with clients to understand their current and long-term needs and advise them on products and services that help them achieve their goals
- Effectively use tools and information to drive client service delivery and WPB performance
- Maintain a high personal and corporate profile in the community
- Monitor and act on daily sales activity management information and other internal information tools
- Establish and agree client contact strategies in line with Group operating models
- Fully utilise and input to Client Relationship Management data
Requirements:
- Bachelor's degree or equivalent experience
- Minimum of three years proven and progressive financial services and/or retail sales experience
- Evidence of strong sales results in insurance and investment products
- Relationship management experience with high net worth clients
- Strong technical skills in wealth management
- Strong communication, client focus, and influencing skills
- Sound knowledge of financial services products and services and the client relationship management system
- Understanding of business banking client segment and products and services
- Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCN
- Able to communicate well in English and local languages
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