For Recruiters

Relationship Manager

Achievers Recruitment Limited
Hong Kong
Posted about 2 months ago Permanent Attractive remuneration
T
Posted by
Timothy Tse
Recruiter

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.)

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