Customer Relationship Manager

by Lu Yim in Banking & Financial Services    11th Nov, 2019    HKD 45k - HKD 80k    central

Customer Relationship Manager


Our client, a leading bank is now urgently looking for high calibre candidate to join their team.


  • Building and maintaining relationships with clients and key personnel within customer companies.
  • Conducting business reviews to ensure clients are satisfied with their products and services.
  • Alerting the sales team to opportunities for further sales within key clients.
  • Letting customers know about other products the company offers.
  • Attending meetings with clients to build relationships with existing accounts.
  • Liaising with internal departments to ensure client needs are fulfilled effectively.


  • Degree holder
  • Minimum 3 years of relevant working experience in serving HNW customers
  • Professional licensing qualifications 
  • Comprehensive products knowledge on portfolio management and financial markets
  • Good command of both written and spoken English and Chinese

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