Relationship Manager (GCNA)

Overview

This position is responsible for advising and maintaining client relationships in the marketing function.

Main Duties

• Develops and maintains client relationships.
• Responsible for achieving annual revenue targets and objectives
• Trusted advisor who succeeds in maintaining a group of dedicated clients.
• Builds market share; able to enhance client asset size over time
• Competent in advising clients on investment products and services
• Actively involved in new business development; able to anticipate and capitalize on business opportunities.
• Keeps up to date with products and services; may give input for new product developmen
• Monitors tasks for quality assurance to meet client servicing needs.

Requirements

• Strong interpersonal, communication and client interfacing skills
• Good university degree
• Preferably completed professional qualifications: CACS Papers I and II
• Driven and entrepreneurial
• Good business acumen
• Responsible for achieving annual revenue targets and objectives.
• Trusted advisor who succeeds in maintaining a group of dedicated clients.
• Builds market share; able to enhance client asset size over time.
• Competent in advising clients on investment products and services.
• Actively involved in new business development; able to anticipate and capitalize on business opportunities.
• Keeps up to date with products and services; may give input for new product development.
• Monitors tasks for quality assurance to meet client servicing needs.
• Able to read, write and communicate fluently in both English and Chinese are strongly preferred as this role is required to deal with clients.

Reporting To

• Team Head/Market Head