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Customer Relationship Manager, Banking

Customer Relationship Manager, Banking

Hong Kong

Full time

Last updated: December, 2022

Our business partner is one of the top tier banks that offers well-round financial services to various clients. They are looking for experienced relationship managers to join and support their business portfolio.

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 

Requirements

  • 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
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations 
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of two years’ experience in selling investment, insurance and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Be curious and with passion to think deeply and rationally
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    Nesta is acting as an Employment Business in relation to this vacancy.
    We are an Equal Opportunities Employer.

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