Our Client

Our client is a global bank and is looking for a 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

• Five-day work week with flexible working hours
• Regular company and team events that guarantee fun
• Performance Bonus
• Large, team-based environment
• Attractive employment package
• Excellent for career progression