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ref:OL02018744Post Date 06-Dec-2024
JFE Consulting Limited
Relationship Manager (Investment & Insurance)
Our Client 
Our client is a global bank and is looking Relationship Manager to join their winning team.
 
Job Responsibilities: 
  • Deliver financial solutions to clients to meet business objectives in wealth management, encompassing both investment and insurance sectors. 
  • Assess customer requirements through financial analysis and portfolio evaluations. 
  • Foster enduring relationships with clients while identifying new business prospects through marketing initiatives and cross-selling of banking products and services. 
 
Job Requirements: 
  • Possession of a degree in Business, Finance, or a related field; a professional qualification in ECF-RWM is advantageous. 
  • At least three years of sales experience in promoting a comprehensive range of wealth management products, including investment and insurance offerings.
  • Capable of performing regulated activities in the fields of insurance and investment. 
  • Self-driven, customer-focused, and adept at working under pressure. 
  • Excellent interpersonal, relationship management, and communication abilities. 
  • Proficient in both spoken and written English and Chinese, including Putonghua.
 
Job Benefits:
  • Great Company Culture with friendly team members
  • Five-day work week 
  • Chinese New Year bonus, discretionary bonus, transport subsidy
  • Medical benefits (including family members)
  • Excellent for career progression

http://https://www.jfe-consulting.com/

Tags for this job:

    • Industry
    • Human Resources Management

    • Job Function
    • Banking & Financial Services : Financial Services

      Banking & Financial Services : Fund Management

      Banking & Financial Services : Investment

      Sales, CS & Business Development : Account Servicing

    • Qualification
    • Bachelor Degree
    • Working Experience
    • 3 year(s)
    • Location
    • Central, Western District

    • Salary
    • Not mentioned
    • Employment Type
    • Full Time

    • Benefits
    • Not mentioned

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