Relationship Manager, Wealth Management (Insurance focus)

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • China Minsheng Banking Corp.,Ltd. Hong Kong Branch
  • 16 Jul 18 2018-07-16

On 30 March 2012, China Minsheng Bank Corp., Ltd. (“CMBC”) successfully opened its first overseas branch in Hong Kong, marking a significant milestone of its international development. Hong Kong Branch has made great achievements since its opening, capitalizing on innovative products and distinctive positioning. As of 31 December 2014, the Branch had over 2200 customers. The deposit balance amounted to HKD$74,695 million and the outstanding loans amounted to HKD$50,451 million. To cope with a rapid expansion in CMBC Hong Kong Branch, we are now inviting high caliber candidates to apply for the following position:

Main Responsibilities:

  • Assist in providing updated market information to clients
  • Help with the marketing, cross-selling and prospecting of business
  • Collect documents for account opening
  • Maintain proper documentation such as KYC, CDD, etc.
  • Co-ordinate the projects assigned
  • Provide administrative support as required

 

Requirements:

  • Degree holder or above with major in Finance or related discipline
  • At least 3 years working experience in servicing Mainland high net-worth personal clients
  • Holders of HKSI and IIQE papers. 
  • Good understanding of insurance & investment products
  • Organized and diligent with outstanding communication and interpersonal skills at all levels
  • Fluent in written and spoken Mandarin, Cantonese and English is essential
  • Candidates with less experience will be considered as Assistant Manager

Information provided will be treated in strict confidence and only be used for 

recruitment purpose.