Senior Relationship Manager/Associate Director, Retail Bank

Key Responsibilities:

Tailored Financial Planning: As a Senior Relationship Manager, you will provide bespoke financial planning services to a discerning clientele. Your expertise will guide high-net-worth individuals, mainlanders, and offshore customers toward their financial goals.
Client-Centric Approach: You’ll be the trusted advisor for our segment customers. By offering personalized service, you’ll foster strong relationships, ensuring their financial well-being and satisfaction.
Strategic Product Promotion: Leverage your knowledge to promote investment, insurance, and banking products. Your insights will drive new business opportunities and optimize our portfolio offerings.
Risk Management Excellence: Uphold our commitment to operational excellence by managing operational risk. Your adherence to relevant policies, guidelines, and compliance requirements will be instrumental in maintaining our reputation.

Key Requirements:

A degree holder with a successful sales track record, having passed in the IIQE 1, 2, and 3, as well as the HKSI Licensing Examinations 1, 7, and 8.
Prior experience in direct selling of investment or life insurance products is an advantage. Candidates from corporate, commercial or private banking who wants to make a switch are welcomed.
Proficiency in Cantonese, English, and Mandarin
Sales-driven and resilient mindset, ability to work under pressure

Elevate Your Career:

Senior Relationship Manager (5-8 years of experience): Join our elite team and take your career to new heights. Your expertise will shape our strategic vision.
Associate Director (8 -15 years of experience): Lead with distinction. Your impact will resonate across our high-profile clientele.

To apply:

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