Detail

Chasseur Pro Executive Consultant Limited

(Urgent!)Relationship Manager (Retail to PB) /Insurance Specialist (Retail)(EW)

17-Apr-2025

Ref:OL02033881

Full Time Central, Western District

Job description

2025 recruitment period(Bonus month)

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

Private Bank Relationship Manager

Responsibilities

Provide excellent service to ultra high net worth clients;
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.

Requirements

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

Insurance Specialist

Responsibilities

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.

Requirement

At least 2 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

Tags for this job:

Industry

Human Resources Management
Job Function

Executive & Management>General Management

Insurance>Insurance Agent / Broker

Sales, CS & Business Development>Account Servicing

Sales, CS & Business Development>Customer Service

Sales, CS & Business Development>Financial Services Sales
Location

Central,Western District
Salary

HK$ 50000-75000
Employment Type

Full Time
Benefits

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