JFE Consulting Limited
Relationship Manager
02-Dec-2024
Ref:OL02018104
Full Time Central, Western District

Our Client 

A prominent global banking institution is in search of a Relationship Manager to join their accomplished team.

 

Job Responsibilities: 

  •  Provide financial solutions tailored to clients' needs, focusing on wealth management across investment and insurance sectors.

  • Evaluate customer needs through financial analysis and portfolio assessments.

  • Cultivate long-lasting client relationships while exploring new business opportunities through marketing strategies and cross-selling banking products and services. 

 

Job Requirements:

  • A degree in Business, Finance, or a related discipline; a professional certification in ECF-RWM is a plus.

  • A minimum of three years of sales experience in promoting a diverse array of wealth management products, including investment and insurance solutions.

  • Ability to conduct regulated activities in insurance and investment sectors.

  • Self-motivated, client-oriented, and capable of thriving in high-pressure environments.

  • Strong interpersonal, relationship management, and communication skills.

  • Proficient in both spoken and written English and Chinese, including Putonghua.

 

Job Benefits

  • A five-day work schedule with adaptable working hours 
  • Regularly scheduled company and team events that ensure enjoyment 
  • Performance-based bonuses 
  • A substantial, collaborative work environment 
  • An appealing employment package 
  • Outstanding opportunities for career advancement.

 



 
 


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