Chasseur Pro Executive Consultant Limited
Investment consultant / Branch Manager(Retail) (welcome RM) (K)
20-Dec-2024
Ref:OL02020424
Full Time Central, Western District

!YEAR-END URGENT RECRUITMENT!

 

Relationship Manager (Retail banking)

Responsibilities

  • Provide investment and insurance services to high net worth clients in branch
  • Maintain close relationships with clients
  • Cooperate with specialist to give advice to clients
  • Meet the compliance requirement

Requirements

  • Degree or above with major in Business Administration, Finance, or related disciplines
  • Min 1-2 years of relevant experience in retail banking or related experience in investment and insurance selling
  • IIQE 1,2,3 and HKSI 1,7,8
  • Good command in both Chinese and English
  • Candidate with less experience will be considered as Assistant Relationship Manager

 

Investment consultant

Responsibilities

  • Provide excellent service to ultra high net worth clients;
  • Performing and executing a broad range of banking and investment transactions 
  • Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.

Requirements

  • Degree or above with major in Business Administration, Finance, or related disciplines
  • Min 5 years of relevant experience in retail banking or related experience in investment 

 

Branch Manager (Retail Banking)

Responsibilities 

  • Lead branch staff to implement sales and business development strategies for achieve branch business targets
  • Lead and monitor the standards of service of branch staff to ensure professional customer services
  • Enforce established operation procedure to mitigate operational risks and ensure strict sales compliance

Requirements: 

  • Degree holder
  • 4 years branch banking experience

 



 

 



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