Collaborate with RMs in Branch to provide insurance planning services to customer

Maintain good relationship with existing customer and develop potential client base

Engage appointments to cross-sell insurance products and close deals

Comply with Banking policies and procedures.

At least 3 years relevant experience

Extensive knowledge on insurance products and services

Good communication, interpersonal and selling skills

Passed IIQE Paper 1, 2, 3

Fluent mandarin speaking is definitely an advantage 

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

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

Performing and executing a broad range of banking and investment transactions for Private Banking clients;

Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.

Degree or above with major in Business Administration, Finance, or related disciplines

Min 8 years of relevant experience in retail banking or related experience in investment and insurance selling