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ref:OL02016746Post Date 22-Nov-2024
Chasseur Pro Executive Consultant Limited
(Urgent!)Assistant Relationship Manager/Relationship Manager/ Branch Manager(EW)

!Urgent retail banking roles!

 

Assisstant Relationship Manager / Relationship Manager

Responsibilities

  • Provide investment and insurance services to high net worth clients in branch
  • Maintain close relationships with clients
  • Cooperate with specialist to give advice to clients
  • Meet the compliance requirement

Requirements

  • Degree or above with major in Business Administration, Finance, or related disciplines
  • Min 1-2 years of relevant experience in retail banking or related experience in investment and insurance selling
  • IIQE 1,2,3 and HKSI 1,7,8
  • Good command in both Chinese and English
  • Candidate with less experience will be considered as Assistant Relationship Manager

Branch Manager

Responsibilities

  • Formulate and implement localized sales and marketing plans to achieve the assigned business targets, as well as direct and manage the operation of the centre to maximize service quality and productivity
  • Develop relationship management systems and implement various customer loyalty programs to maximize customer loyalty and monitor customer attrition rate
  • Organize product briefing, experience sharing and role play sessions to enhance team members’ product/ investment knowledge and selling skills
  • Manage operational risk, including its identification, assessment, mitigation and controls, loss identification and reporting by observing the relevant policies and guidelines issued by the Bank and the Group


Requirements

  • University degree in Business Administration or other relevant qualifications such as CFA, CFP or CFMP
  • Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred 
  • Minimum 10 years of sales experience including 5 years in managing the portfolio of high net worth customers
  • Good communication, interpersonal and analytical skills
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • Proficiency in both English and Chinese
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers and manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Able to inspire others to achieve their goals/ambitions in a variety of situations

 

Tags for this job:

    • Industry
    • Human Resources Management

    • Job Function
    • Banking & Financial Services : Corporate Banking

      Banking & Financial Services : Fund Management

      Banking & Financial Services : Investment

      Insurance : Insurance Agent / Broker

      Sales, CS & Business Development : Financial Services Sales

    • Qualification
    • Bachelor Degree
    • Working Experience
    • 1 year(s)
    • Location
    • Causeway Bay, Wanchai

    • Salary
    • 34000 - 50000

    • Employment Type
    • Full Time

    • Benefits
    • Not mentioned

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