Assistant Relationship Manager – Retail Banking

Intermediate (3-6 years)


Technical Skills

  • Financial Analysis
  • Marketing
  • Microsoft Word
  • Relationship Management
  • Sales
  • Wealth Management

Job Description

Assistant Relationship Manager – Retail Banking

  • Provide financial solutions to customers to achieve business targets on wealth management
  • Identify customer needs through financial analysis and portfolio review
  • Cultivate long-term relationship with customers and explore new business opportunities through marketing and cross-selling bank products and services
  • Degree holder in Business or related disciplines
  • Minimum 5 years of sales experience in promoting the full range of wealth management products
  • Qualified individual to carry out regulated activities in insurance and investment
  • Sound knowledge of wealth management products
  • Self-motivated, customer-centric and able to work under pressure
  • Excellent interpersonal, relationship management and communication skills
  • Excellent command of spoken and written English and Chinese, including Putonghua
  • Proficient in MS Office applications including Chinese word processing
(Candidates with less experience will be considered as Senior Relationship Officer)
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Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Shanghai Commercial BankPrivate Banking and Wealth Management

60 To Kwa Wan Rd, To Kwa Wan