Our Client, one of the well-established bank in Hong Kong, is now looking for suitable candidates to fit their post of Virtual Relationship Manager.  

Responsibilities:

• Manage relationship with the customers
• Acquire, develop and retain relationships with a portfolio of customers
• Help clients to articulate their needs, and deliver to exceed client expectations 
• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new customers relationships
• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners

Requirements:

• At least 1 year Investment sales experience.
• Passed HKSI 1,7,8 is a must and IIQE paper 1, 2, 3 is preferred
• Strong knowledge for Investment, Global Market, Insurance product.
• Prefer in university degree or above.
• Fluent Chinese, English and Putonghua in Written and speaking.

*Interested parties, please click on below button “Apply Now ”.

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