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
Banking & Financial Services>Credit Analysis / Approval
Banking & Financial Services>Financial Services
Banking & Financial Services>Others
Sales, CS & Business Development>Customer Service
HK$ -
Full Time