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