Relationship Manager, International Clients (Hong Kong Market)

Our client is a leading global financial institution with a strong APAC presence and across international markets. They are committed to delivering innovative banking solutions, fostering sustainable growth, and empowering individuals and businesses to achieve their financial goals. With a focus on customer-centricity, the bank provides comprehensive wealth management services tailored to meet the unique needs of its clients.

Our client is a leading global financial institution with a strong APAC presence and across international markets. They are committed to delivering innovative banking solutions, fostering sustainable growth, and empowering individuals and businesses to achieve their financial goals. With a focus on customer-centricity, the bank provides comprehensive wealth management services tailored to meet the unique needs of its clients.

Responsibilities:

• Client Acquisition & Relationship Management: Maximise new business opportunities, acquire new clients, and deepen relationships with existing customers within the Priority Clients segment while adhering to specified service standards.
• Financial Advisory: Conduct professional, consultative financial analysis and profiling sessions with customers to understand and meet their financial needs and objectives.
• Market Insights: Provide regular updates on market trends and analysis of local and international financial products to foster deeper client relationships.
• Sales Planning: Collaborate with team managers to develop monthly plans aimed at achieving or exceeding sales targets for new business acquisition and customer retention.
• Marketing & Promotions: Participate in marketing campaigns and promotional activities designed to attract new customers.
• Prospecting & Referrals: Source individual prospects and solicit referrals from internal stakeholders such as relationship managers, staff, or other departments.
• After-Sales Service: Deliver efficient, high-quality after-sales services to ensure client satisfaction.
• Retention Strategies: Implement anti-attrition measures to retain existing clients effectively.
• Presentations & Outreach: Organise and conduct sales presentations for groups, clubs, associations, companies, and other organisations.
• Compliance: Adhere strictly to money laundering prevention procedures by reporting any suspicious activity to the relevant monitoring unit. Ensure compliance with all regulations set by internal policies and external regulatory authorities.
• Delivery of agreed service standards to customers.
• Compliance with operational controls and sales guidelines.
• Maintain awareness of the organisation's business strategy and sales model relevant to the role.
• Stay informed about the broader business environment, economic conditions, and market trends impacting the organisation.
• Execute sales targets effectively while maintaining operational efficiency.

• Collaborate with clients and internal stakeholders such as relationship managers from other regions, third-party referral channels, and operations teams to achieve shared goals.
• Ensure strict adherence to compliance requirements governed by regulatory authorities such as MAS (Monetary Authority of Singapore).
• Maintain awareness of the regulatory framework governing the role and ensure alignment with applicable laws, regulations, and organisational policies.
• Uphold exemplary conduct by living out the organisation's values and code of conduct.
• Take personal responsibility for embedding high ethical standards in all aspects of work, ensuring compliance with applicable laws, regulations, guidelines, and codes of conduct.
• Lead efforts within the team to achieve fair outcomes for clients while mitigating risks related to financial crime compliance and conduct matters.
• Collaborate closely with Treasury, Investment Specialists, Insurance Specialists, Relationship Managers from other regions, referral channels, and operations teams.

Requirements:

• Strong understanding of core concepts in wealth management and banking processes.
• Excellent communication skills to handle internal and external stakeholders.
• Relevant CMFAS certifications attained (e.g., Modules 5/8/9).
• Experience managing offshore banking clients.
• Minimally 5 years of experience in banking or related fields.
• Educational background in finance-related studies focusing on financial planning, portfolio reviews, or asset allocation strategies.

What's next:

Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: 199706961E | EA Licence No.: 03C5451
EA Registration No.: R1988743 Raymond Gan