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Relationship Manager ( Retail / Private Bank )

Be Myjob Company Limited
Hong Kong
Posted 4 days ago Permanent 50,000
Y
Posted by
Yuki Lee
Recruiter

Responsibilities :

  • Provide financial planning services to high-net-worth customers
  • Provide professional service for this segment of customers to build and maintain good relationships
  • Promote investment, insurance and banking products for optimizing new business opportunities
  • Manage operational risk and observe the relevant policies /guidelines and compliance requirements 

Requirements :

  • University level education is an advantage relevant work experience
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations 
  • Holder of SFC RA1, RA4 license
  • 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
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
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