【富邦銀行(香港)】客戶關係經理 Relationship Manager
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Description
- Develop, manage, and deepen long-term client relationships by leveraging professional networks and delivering exceptional service across all facets of wealth management.
- Partner closely with product specialists and internal teams to propose, execute, and deliver tailored investment and wealth solutions that align with each client’s unique objectives.
- Serve as a trusted advisor, providing clients with strategic market insights, portfolio updates, and investment opportunities across asset classes, while proactively identifying new business opportunities.
- Ensure seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
- Collaborate with cross-functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
- Monitor and report on client portfolios, Assets Under Management (AUM), and revenue performance using internal systems, supporting data-driven decision-making.
- Drive business growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.
- 透過運用專業人脈網絡，建立、管理並深化長期客戶關係，於財富管理各領域提供卓越服務。
- 與產品專家及內部團隊緊密合作，針對客戶的獨特需求與財務目標，提出、執行及提供客製化投資與財富管理方案。
- 擔任客戶值得信賴的財務顧問，提供市場趨勢洞察、投資組合更新及跨資產類別的投資機會，同時積極發掘新的業務機會。
- 確保客戶開戶及後續關係管理流程順暢，包括認識你的客戶（KYC）資料更新、適合度評估，以及協調客戶會議與交易安排。
- 與跨部門團隊合作，確保符合監管要求、風險管理規範及內部政策，並維持最高的專業操守與誠信標準。
- 運用內部系統監察及報告客戶投資組合、管理資產規模（AUM）及收益表現，以支持數據導向的決策制定。
- 透過人脈拓展、交叉銷售機會及提供全方位家族財富管理方案，擴大客戶基礎並推動業務增長。