Relationship Managers, Wealth Management, Banking ,1120

Full-time

Technical Skills

  • Marketing
  • Risk Assessment
  • Sales
  • Wealth Management

Job Description

Relationship Managers, Wealth Management, Banking ,1120

Location: Hong Kong

Hong Kong Based * Permanent * Sizeable Commercial Banking Corporation

About Our Client

Our client is one of the leading commercial banking corporation with strong presence in Hong Kong.

Job Description

  • 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.
  • Provide and maintain good relationships with the customers.
  • Assist the Branch Manager in upgrading and converting existing target branch customers into premier customer.

  Requirements 

  • Minimum 2 years solid experience in servicing premier customers .
  • 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.
  • knowledge with wealth management 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 ( Cantonese and Mandarin)

What’s On Offer

Excellent and competitive package.

 

Hong Kong Based * Permanent * Sizeable Commercial Banking Corporation

About Our Client

Our client is one of the leading commercial banking corporation with strong presence in Hong Kong.

Job Description

  • 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.
  • Provide and maintain good relationships with the customers.
  • Assist the Branch Manager in upgrading and converting existing target branch customers into premier customer.

  Requirements 

  • Minimum 2 years solid experience in servicing premier customers .
  • 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.
  • knowledge with wealth management 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 ( Cantonese and Mandarin)

What’s On Offer

Excellent and competitive package.

Interested parties, please apply through system, attaching your updated CV in WORD Format and advising your current salary, expected salary & availability. Please note that only shortlisted candidates will be notified.
 
(All information gathered will be treated in strict confidence and solely used for recruitment) purposes.)
Employment TypeFull-time
Education LevelBachelor
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder, Insurance Intermediaries Qualification Assurance Scheme (IIQAS) Qualified
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Sloane ManhattanHuman Resources and Recruitment

616-617, Tower Two, Lippo Centre 89 Queensway, Admiralty, Hong Kong

directions_walk6 mins walk from Admiralty Station