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Relationship Manager-Retail Banking | HK Talent Engage
Published 2023-06-02 00:00:00
Job description
Responsibilities
- Acquire, maintain and develop sustainable relationships with existing customers;
- Provide dedicated support to HNW customers by identifying their financial and other banking needs;
- Achieve the sales target assigned;
- Collaborate closely with other departments to ensure that customer instructions are executed accurately and in a timely manner.
Requirements
- University level education is an advantage preferably in finance, business
- Qualified in IIQE I, II and III
- Qualified in HKSI Paper 1, 7 and 8
- Minimum 1 year direct sales experience in banking industry
- Good knowledge of wealth management products, both investment and insurance
- Good understanding of branch services and operations
- Customer oriented with strong language skills and service mindset
Job particulars
- Job source
- eFinancialCareers
- Job reference
- 18761808
- Date published
- 02 Jun 2023
- Job keywords
- Retail Banking,Branch and Retail Services,Insurance,Sales,Investment Consulting,n/a