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Relationship Manager, Retail Bank (35-80K) / Insurance Specialist (28-50K)

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Relationship Manager, Retail Bank (35-80K) / Insurance Specialist (28-50K)

Talent Pro Recruitment Company Limited
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Job Highlights

  • University degree or above
  • 3 yr sales exp in Insurance of IFA industry
  • IIQE paper 1, 2, 3 and HKSI paper 1, 7, 8

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.

 

 

Senior / Relationship Manager, Retail Banking (35-80K)

Responsibilities:

  • 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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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Central and Western District
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 3 years - 5 years
Education
  • Master's degree

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