Relationship Manager - Personal Banking
Responsibilities:
- Promote full range of wealth management products and services to high-net-worth customers
- Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
- Handle enquiries and provide professional total wealth management solutions to customers
- Provide quality services and understand customers’ financial needs
Requirements:
- University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics
- Minimum 3 years of sales experience in wealth products
- Possess recognized insurance and securities licenses e.g. IIQE & HKSI qualifications under HKMA and HKSFC
- Strong banking products knowledge is a must
- Proactive with excellent communication skills
- Self-motivated, customer oriented and able to work under pressure
- Proficient in both spoken and written English and Chinese, Putonghua is preferred
- Relevant Enhanced Competency Framework (ECF) qualification is preferable
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