CITICfirst Relationship Manager

China CITIC Bank
Full Time
Junior (less than 3 years)
Bachelor
English, Cantonese

Job Description

CITICfirst Relationship Manager

Key Responsibilities

  • Source individual prospects to achieve new business and customer acquisition goals.
  • Carry out promotion programs by presenting retail banking products and services to groups, clubs, associations, companies and other organizations.
  • Actively participate in the marketing and promotional activities for customer acquisition.
  • Enhance and maintain good relationships with the customers.
  • Assist the Branch Manager in upgrading and converting existing target branch customers into CITICfirst customer.

Requirements

  • Minimum 2 years solid experience in servicing premier customers is required.
  • Secondary education or above; degree holder in Business Administration or related disciplines is preferred.
  • Possess IIQAS and other required qualifications under SFC for selling insurance and investment products; Possession of CFP / CFA / HKRFP qualification is an added advantage.
  • Familiar with wealth management knowledge including retail banking practices and products, sales and marketing, risk assessment.
  • Strong sales drive with good interpersonal and communication skills.
  • Good command of written and spoken English and Chinese.

For more details about career opportunities with the Bank, please visit our website http://www.cncbinternational.com/careers/en/index.jsp.  Please apply with full resume stating current and expected salaries via https://careers.cncbinternational.com/ or email to [email redacted, apply via Jobable].

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment.  All employment decisions will be made in a non-discriminatory manner.


Professional Qualifications

  • Certified Financial Planner (CFP)
  • CFA Level III / CFA Charterholder
  • Insurance Intermediaries Qualification Assurance Scheme (IIQAS) Qualified

Technical Skills

  • Marketing
  • Risk Assessment
  • Sales