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Strategic relationship development professional

Melbourne
beBeeClient
Posted: 1 December
Offer description

Client Relationship Manager

The role of the Client Relationship Manager is to build and maintain strong relationships with clients, providing them with expert advice and guidance on their financial needs.

Key responsibilities include:

* Acquiring and developing new business opportunities through effective client relationship management.
* Reviewing and updating client portfolios regularly to ensure they are aligned with the client's goals and objectives.
* Providing excellent customer service and ensuring that client needs are met in a timely and professional manner.
* Working closely with internal stakeholders to ensure seamless communication and coordination of client activities.
* Developing and implementing strategies to enhance client satisfaction and loyalty.

Requirements for this role include:

* Bachelor's degree or equivalent experience.
* Minimum 3 years' experience in lending or customer relationship management.
* Evidence of strong sales results.
* Relationship management experience.
* Sound knowledge of financial planning.
* Strong communication, client focus and influencing skills.
* Strong sales orientation, networking and portfolio management skills.
* Sound knowledge of financial services products and services.
* Understanding of business banking client segment and products and services.
* Local regulatory requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
* Able to communicate well in English and local languages.

We offer a range of benefits including:

* Competitive salary and bonuses.
* Opportunities for career growth and development.
* Flexible working arrangements.
* Recognition and reward programs.

HSBC is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who can contribute to our inclusive workplace culture.

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