Relationship Manager

  • 55k + Bonus
  • Hong Kong
  • Permanent, Full time
  • JAT Touch Recruit (Asia) Ltd
  • 20 Mar 19

Provide personal financial service to client, including investment, insurance and all banking product.

  • Provide financial planning services to high-net-worth customers
  • Provide personalised service for this segment of customers to build and maintain good relationships
  • Promote investment, insurance and banking products for optimising new business opportunities
  • Assist the team head in providing coaching to Relationship Manager
  • Manage operational risk and observe the relevant policies / guidelines and compliance requirements