Job ref no.: CT3128816-01#6364

Senior Relationship Manager

CMBC Capital Holdings Limited

Job responsibilities:
  • Launch proposition initiatives and implement business strategies in alignment with the company's directives to achieve the targets
  • Drive the development of High Net Worth Clients
  • Develop plans and implement business strategies to achieve portfolio growth in terms of customer number or income and improve customer experience
  • Develop analysis and technical reviews of customer portfolio and provide insights on performance, utilize insights to develop new programs to achieve business objectives on proposition differentiation, growth and customer satisfaction
  • Execute control initiatives to ensure adherence to guidelines
  • Liaise with key stakeholders including but not limited to Product team, Marketing, Asset Management, Compliance and Legal, etc. to facilitate the development and implementation of initiatives and projects
  • More experience will be considered as Deputy Head
Job requirements: 
  • Bachelor Degree in Business / Commerce / Finance or related disciplines
  • Minimum 4 years of work experience preferably in Banking, Wealth product management with top and bottom line responsibilities
  • Proven experience in banking, securities company or financial industries with well understanding on the products, sales and/or marketing
  • Familiar with sales and distribution framework and able to keep in pace with the ever changing market conditions
  • Can work independently and proactively
  • Strong project management skills in developing and implementing initiatives and ability in timely and effective problem solving
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More job information
Job ref no. CT3128816-01#6364
Job Function
  • Central
  • 4 years
Career Level
  • Middle management level
  • Degree
  • 5-day week
  • Discretionary bonus
  • Insurance plan
  • Medical plan