Chong Hing Bank

Personal Banking - Senior Relationship Manager (Ref: PBMD-SRM-E)

Chong Hing Bank
Full Time
Senior (6-10 years)
English, Cantonese, Mandarin (Putonghua)

Job Description

Personal Banking - Senior Relationship Manager (Ref: PBMD-SRM-E)

  • Promote full range of wealth management products and services to high-net-worth customers
  • Solicit new business and cultivate long-term relationship with customers for further business opportunities
  • Handle enquiries and provide professional total wealth management solutions to customers
  • Offer high level of customer service to customers and ensure to meet compliance, audit and quality assurance requirement
  • University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics
  • Possess recognized insurance and securities licenses e.g. IIQE & HKSI qualifications under HKMA and HKSFC, with CFP qualifications would be an advantage
  • Minimum 6-8 years' solid experience in selling investment, insurance and various retail products
  • Strong banking products knowledge is a must
  • Excellent customer service and communication skills
  • Self-motivated, independent and able to work under pressure
  • Proficient in both spoken and written English and Chinese, Putonghua is preferred
(Candidates with less experience may be considered as Relationship Manager)

Professional Qualifications

  • Certified Financial Planner (CFP)
  • HKSI - Any Paper

Technical Skills

  • Audit
  • Compliance
  • Customer Service
  • Quality Assurance
  • Relationship Management
  • Wealth Management