Relationship Consultant - Customer Facing Role

The selected candidates will be expected to offer a one-stop comprehensive suite of Premier private wealth banking and financial services and solutions, including but not limited to mortgage, SME financing loans, unsecured loans (credit card) asset Management portfolio investment, general-life insurance solutions tailored to the needs of targeted locals and cross-border segment

Responsibilities

• Identify and pursue potential clients with leads generation provided
• Drive growth and strengthen partnerships
• Market research analysis and strategies
• Meet or exceed sales and relationship development KPI.
• Negotiation and deal structuring
• Upsell/cross-sell banking and finance solutions and services based on client needs.
• Stakeholder communication and CRM pipeline management
• Build and maintain strong, long-term relationships with clients.
• Act as the main ...