VERY URGENT!
Relationship Manager (Retail)
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
Investment Consultant (Retail)
- To provide professional support and coach branch marketing staff to meet their investment targets
- To boost up investment sales, optimize sales capacity and effectiveness for retail investment business
- To formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income
- To assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
- To participate in joint marketing calls with frontline marketing staff to act as investment product specialist