Responsibilities
- Mainly provide investment and insurance services to high net worth clients in branch
- Maintain and enhance customer relationships of the assigned portfolio
- Cooperate with product experts to give advice to clients
- Meet the compliance requirement
Requirements
- Degree or above with major in Business Administration, Finance, or related disciplines
- 2-5 years of relevant experience in retail banking or related experience in investment and insurance sales
- IIQE 1,2,3 and HKSI 1,7,8 is a MUST
- Proficiency in both Chinese and English, Fluent in Mandarin is an Advantage
- Candidate with less experience will be considered as Assistant Relationship Manager
Employer questions
Your application will include the following questions:
- Do you have sales experience in the insurance industry?
- Which of the following statements best describes your right to work in Hong Kong?
- Do you have experience in a role which requires relationship management experience?
- What's your expected monthly basic salary?
- Which of the following languages are you fluent in?
- How many years' experience do you have as a relationship manager?