For Recruiters

International Relationship Manager ( Retail / Private Bank / PWM )

Be Myjob Company Limited
Hong Kong
Posted 1 day ago Permanent HK$25k - HK$88k
Y
Posted by
Yuki Lee
Recruiter
Our clients are Private Bank, Semi Private Bank, Investment Bank and Retail Banking Group. They are seeking a high caliber professional to join their team:

Responsibilities :

  • Acquire new high-net-worth customers and solicit business opportunities through cross-selling, referral, and personal business connections
  • Identify customers’ needs and provide customized solutions on a comprehensive range of banking, investment, and wealth management products to customers
  • Provide professional service for this segment of customers to build and maintain good relationships
  • Conduct Due Diligence Checking and “KYC” process for customers
  • Manage operational risk and observe the relevant policies /guidelines and compliance requirements.


Requirements :

 

  • University level education is an advantage relevant work experience
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Holder of HKMA / SFC RA1, RA4 license
  • Well-planned, mature with excellent management skills
  • Minimum of 1 year experience in selling investment, insurance and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
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