Our Client 

A global banking institution is seeking a Relationship Manager to become a part of their successful 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