2025 recruitment period(2nd round)
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Collaborate with RMs in Branch to provide insurance planning services to customer
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Maintain good relationship with existing customer and develop potential client base
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Engage appointments to cross-sell insurance products and close deals
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Comply with Banking policies and procedures.
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At least 3 years relevant experience
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Extensive knowledge on insurance products and services
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Good communication, interpersonal and selling skills
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Passed IIQE Paper 1, 2, 3
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Fluent mandarin speaking is definitely an advantage
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Provide investment and insurance services to high net worth clients in branch
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Maintain close relationships with clients
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Cooperate with specialist to give advice to clients
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Meet the compliance requirement
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Degree or above with major in Business Administration, Finance, or related disciplines
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Min 1-2 years of relevant experience in retail banking or related experience in investment and insurance selling
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IIQE 1,2,3 and HKSI 1,7,8
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Good command in both Chinese and English
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Candidate with less experience will be considered as Assistant Relationship Manager
- Provide excellent service to ultra high net worth clients;
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Performing and executing a broad range of banking and investment transactions for Private Banking clients;
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Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.
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Degree or above with major in Business Administration, Finance, or related disciplines
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Min 8 years of relevant experience in retail banking or related experience in investment and insurance selling