Relationship Manager

My client is a well-established bank who is hiring different gradings of Relationship Managers who provide professional financial planning services to high-net-worth clients. They provide a large customer base and stable environment. We welcome those candidates with relevant experience to apply.

Job Highlights

• Serve high-net-worth clients
• Banking sector
• Good prospect & package

Job Description

Responsibilities:

• 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
• Manage operational risk and observe the relevant policies /guidelines and compliance requirements

Requirements

• University level education is an advantage OR
• HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
• Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Minimum of one year experience in selling investment, insurance and banking products
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• High level of customer centricity mindset and ability to manage complex interactions effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment

(Personal data collected will be used for recruitment purposes only.)