International Relationship Manager, Priority Banking recruitment
Job Description
International RM, Priority Banking is primarily responsible for servicing and managing relationships of offshore clients under the Priority Banking program by engaging them, uncovering their needs and providing them with the appropriate products, services and solutions.
Key Roles Responsibilities
- Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client.
- Build, understand and sustain relationships with the client's circle of influence (e.g. a parent, mentor, advisor or other family member)
- Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance.
- Serve as a problem-solver for the client, helping them identify investment criteria, recognise and handle concerns that arise as consultation moves closer to decision.
- Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment.
- Retain existing high value clients by growth of wallet with the bank through relationship management activities.
- Effectively convert service recovery to sales opportunities and sustained client loyalty.
- RM will be dedicated for key markets or customers from specific corridors, with respective country connection, internal networking, language skills, community and compliance familiarity
- Where needed and appropriate, RM will conduct cross border travel for client relationship building in accordance to Cross Border Policy and respective country guidelines
- Ensure meeting clients requirements while ensuring compliance with all regulations and controls as set by the Bank and external regulatory authorities by all staff.
Qualifications Skills
- University education with consumer banking sales and service experience, preferably with specialization in the affluent market segment.
- Superior knowledge of investment products and financial markets.
- Good understanding of cross border products, services, policies and investment environments.
- Passes in the HKSI Licensing Examination Paper 1, 7 8 and Insurance Intermediaries Qualifying Examination 1, 2, 3 5, or equivalent
- Candidate with banking experience in serving Chinese or Taiwanese nationalities in China and/or Taiwan a definite plus.
How To Apply
You can search and view current opportunities across our organisation and apply immediately by registering or logging in to our careers website www.standardchartered.com/careers.
March 1, 2010
• Tags: International Relationship Manager, Priority Banking recruitment, Private Banking, Wealth Management careers in the Hong Kong SAR • Posted in: Financial