Relationship Manager / Senior Relationship Manager

Job Description

• Detailed wealth planning for retail customers
• Bridging customers’ financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortgages through customers’ needs-based profiling
• Proactively manage and build customer relationships
• Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments

Requirements

• A recognised University Degree or professional qualications
• At least 1 year of experience in banking wealth planning
• Necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 1B, 5, 6, 6A, 8, 8A, 9, 9A and Health Insurance
• Effectively bilingual in English and Chinese so as to communicate with Chinese-speaking customers