Detail

Relationship Manager

Responsibilities:

Provide financial planning services to high-net-worth customers
Provide personalised service for this segment of customers to build and maintain good relationships
Promote investment, insurance and banking products for optimising new business opportunities
Manage operational risk and observe the relevant policies /guidelines and compliance requirements

Requirement:

University level education is an advantage OR
HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
IIQE Paper 1, 2, 3 and HKSI 1, 7, 8 is preferred (Not must, before on board)
Strong sales and customer orientation, with good communication and interpersonal skills
Proficiency in both English and Chinese, with proficiency in Putonghua an advantage

What we're looking for

Welcome Banking and Finance candidate for position(Without insurance & investment exp also consider)