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Relationship Manager, Retail Bank (35-80K) / Insurance Specialist (28-50K)
Our client, an various bank in Hong Kong, is now looking for the high calibre candidates for their position of Senior / Relationship Manager, Retail Bank.
Actively solicit new business and deepen existing and new relationships within the high net worth market segment.
Promote full range of banking and wealth management products and services the relevant policies /guidelines and compliance requirements.
Comply with the regulatory requirements as well as the internal compliance policies and guidelines including but not limited to anti-money laundering and counter-financing of terrorism.
Requirements:
University degree or above
IIQE paper 1, 2, 3 and HKSI paper 1, 7, 8
3 - 5 years relevant experience in retail banking, with strong knowledge of investment products
Strong communication and interpersonal skills
Fluent in Cantonese, English and Putonghua
Senior / Insurance Specialist (28-50K)
Responsibilities:
Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
Partner with Relationship Manager team to serve High Net Worth customer
Create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions
Provide tailor-made advices and reviews to clients on a regular basis and post-sales services to clients
Explore and develop long-term banking relationships with customers
Requirements:
University degree or above
IIQE paper 1, 2, 3
3 year sales experience in Insurance of IFA industry
Solid sales track record in developing relationships with customers
Fluent in Cantonese, English and Putonghua
Candidate with banking experience will be considered as Senior Position
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