Bank Relationship Manager Jobs in Hong Kong SAR

At Hays, we are continually striving to provide expert guidance to help you navigate the world of work. Whether you are just starting out on your career path or are a professional looking for a new challenge, Hays is here to help you. In the following relationship manager job description, we are going to look at what a bank relationship manager does, their major responsibilities, and the skills needed for the role.

Relationship Manager Jobs

Nowadays, relationship managers are an essential part of many organisations, as they pursue an agenda of raising client satisfaction as well as generating new business. The role demands dynamic personalities and candidates should be comfortable with the constant drive to enhance their organisation’s sales and customer satisfaction.

Relationship Manager Job Description

A bank relationship manager’s primary focus is customer satisfaction, and by providing financial and investment planning, a relationship manager will help clients achieve their financial goals. The managing, maintaining, and building of business banking relationships whilst developing new customers means this is a fast-paced evolving role.

It is important to fully understand a bank’s policies and products along with the investment sector in order to be comfortable in a banking relationship manager job, as there are financial pitfalls that should be avoided. Tracking major risks whilst aiming to provide financial rewards to their customers is an essential part of the role, and the need for a firm grasp of the banking industry is indispensable.

In order to build upon new and existing business partnerships, those in relationship manager roles need to constantly innovate to create cross-sell opportunities. In a banking environment, this could be achieved through strategic client visits with other client facing teams who have connected business interests; a simple yet effective way to identify areas for growth within an existing client base.

Along with building up current business customers, those in a bank relationship management job must also generate new lead activity. The need for contract negotiation and client liaison means interpersonal communication skills are crucial for maintaining and driving forward old customer satisfaction and new business levels.

Problem-solving and analytical skills are some other attributes necessary for professionals working in a bank relationship manager job, as it is important for clients to trust the advice they receive. Using multi-faceted analysis to examine a customer’s financial goals, a relationship manager provides solutions to whichever financial problem clients face.

IT literacy is also a prerequisite for the bank relationship manager role. As with most organisations today, banking firms will use some specialist software to target new business opportunities.

Do you fit the bank relationship manager job description? Contact Hays for all your career advice.