PB_Relationship Manager 客戶關係經理

1. Generates target market prospects through a number of innovative and sustainable channels.
2. Converts target market prospects into clients.
3. Cross-sell products & services to existing clients.
4. Acquires net new assets to achieve targeted AUM.
5. Generates revenue to meet agreed upon goals.
6. Seeks referrals from existing clients.
7. Develops and maintains good relationships with clients.
8. Achieves returns on clients portfolio according to their needs and expectations.
9. Effectively interacts with network and available internal resources to provide solutions to meet client needs.
10. Continuously develops own product knowledge.
11. Delivers, monitors and reviews solutions to clients based on clients investment profile.
12. Complies with regulations, policies and guidelines.
13. Highlights, mitigates and protects the bank against credit, legal, reputation and other risks.