Senior 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
• At least 3 years Retail banking I & i Sales experience
• IIQE 1,2,3 and HKSI 1,7,8 qualification
• Good command in both Cantonese and English, Fluent Mandarin is preferred
• Candidate with less experience will be considered as Relationship Manager

Private Banking Relationship Manager

Responsibilities

• Provide excellent service to ultra-high net worth clients
• Performing and executing a broad range of Wealth Management Products & Services 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 5 years of relevant experience in retail banking or related experience in investment and insurance selling
• Business plan (List of Potential Customers can Bring forward) is required