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