Relationship Manager (Wealth Management)

Job Description:

1. Retain and grow effective non-credit/ credit customers and corporate deposits base from existing portfolio as well as soliciting fresh fund from New-to-Bank corporate customers, and to increase revenue contribution.
2. Attend to walk-in corporate customers' enquiries, responsible for handling new corporate account opening applications and conduct necessary KYC checks.
3. Responsible for daily customer service and maintenance of assigned portfolio of existing non-credit corporate customers, as well as post-transaction monitoring and submitting KYC annual reviews for low, medium, and high-risk customers.
4. Low-Risk Credit Business Development

Responsible for identifying low-risk credit business opportunities (including but not limited to full margin pledges, time deposit pledges, low-risk letters of credit, etc.) within the existing non-credit customer portfolio and among potential customers within the branch.

1. Promote and cross-sell the Bank's various products and services.
2. Handle corporate non-credit customer service request and complaint management.
3. Perform other tasks as assigned by the department and the branch.

Job Requirements:

1. Diploma or Degree in Business, Finance Studies and/or related fields.
2. 2 years’ experience of Corporate Deposit.
3. Outgoing and comfortable in meeting new/existing clients.
4. Self-motivated, meticulous and able to multi-task.
5. Good interpersonal and verbal communication skills.
6. Able to communicate both verbally and written in Chinese and English so as to communicate with our Chinese-speaking customers and HQ.