Relationship Manager, Investment & Insurance Services | 人才服务办公室

职位描述

Incorporated in November 1950, Shanghai Commercial Bank Ltd. is one of the most well known local Chinese banks in Hong Kong. At present, there are more than 40 local and overseas branches. The Bank has always been pursuing the motto of its founder, Mr. Kwang-pu Chen, to 'Serve the Community'. The Bank's slogan of 'For Personalized Service' and 'All in a Family' denotes the Bank's devotion to providing personalized services to its clients and promoting a harmonious relationship among its staff members.

Responsibilities:

• Provide financial solutions to customers to achieve business targets on wealth management (investment & insurance)
• 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

Requirements:

• Degree holder in Business or related disciplines
• Minimum 2 years of sales experience in promoting the full range of wealth management products including both investment and insurance product
• Qualified individual to carry out regulated activities in insurance and investment
• 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

We offer competitive remuneration commensurate with candidate’s background. If you look for a friendly and harmonious working environment with steady career progression, here is the right opportunity for you. Please submit your full resume with current and expected salary to the Human Resources Division by clicking “APPLY NOW” or visiting https://www.shacombank.com.hk/eng/about/career/Career.jsp.

We are an equal opportunity employer.

Applicants who are not contacted within 8 weeks may consider their application unsuccessful. Applications may be retained for 24 months for consideration of other suitable openings.

All personal data collected will be used for recruitment related purposes strictly in accordance with the Bank's personal data policies, a copy of which will be provided upon request by contacting our Personal Data Compliance Officer.