Virtual Relationship Manager - Retail Banking and Wealth Management
Location: Asia Pacific-Hong Kong-Hong Kong Island-Central
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Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Virtual Relationship Manager.
Achieve the Retail Banking and Wealth Management performance metrics
Work closely with other departments to ensure that customers’ instructions are executed correctly and in a timely manner
Identify customers’ financial and other banking needs and make referrals to others where appropriate
Build effective relationships with clients to retain and develop sustainable relationships
Establish and agree client contact strategies in line with Group operating models
Support branch improvement initiatives, provide customer feedback of our service and product offering and ensure compliance with audit requirements and quality assurance
Drive market leading standards for conduct and controls in line with bank values and expectations
Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients.
Improve customer experience by collating customer feedback, identifying deficiencies in areas like operational, administrative, processes and competitiveness of products and services
- Customer Service
- Performance Metrics
- Quality Assurance
- Wealth Management