Associate Premier Relationship Manager RM2, Ningbo Guohua Financial Center Sub-Branch

We are seeking an experienced Associate Premier Relationship Manager to join our team in Ningbo, China.

As an Associate Premier Relationship Manager, you will support the achievement of Country Annual Operating Plan (AOP) and Key Performance Indicator (KPI) objectives by developing existing and new relationships with high net worth clients.

Your responsibilities will include:

• Building effective relationships with clients to retain and develop sustainable relationships
• Conducting regular reviews with clients to understand their current and long-term needs and advising them on products and services that help them achieve their goals
• Effectively using tools and information to drive client service delivery and Wealth and Premier Banking (WPB) performance
• Maintaining a minimum standard of qualifying Premier clients within your portfolio
• Building a high personal and corporate profile in the community
• Monitoring and acting on daily sales activity management information and other internal information tools
• Establishing and agreeing client contact strategies in line with Group operating models
• Fully utilising and inputting to Client Relationship Management data

To be successful in this role, you should have:

• A bachelor's degree or equivalent experience
• At least three years of 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
• Strong sales orientation, networking, and portfolio management 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 and license requirements, including valid licenses with accreditation on wealth management and qualification as required by HBCN
• Ability to communicate well in English and local languages