4 天前发布

Relationship Manager – Investment & Insurance (Taiwan Focus)

Shanghai Commercial Bank Ltd

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:

  • Explore Taiwanese business opportunities which facilitate customer acquisition for the segment of Taiwan customers; fulfil customer banking / financial needs by providing professional and exceptional customer service
  • Provide financial solutions to Taiwan customers to achieve business targets on wealth management (investment & insurance)
  • Identify Taiwan customer needs through financial analysis and portfolio review
  • Cultivate long-term relationship with Taiwan customers and explore new business opportunities through marketing and cross-selling bank products and services

Requirements:

  • Degree in Business Administration, Finance or related disciplines with at least 2 years sales experience in consumer banking field
  • Minimum 4 years' relevant experience in banking industry
  • Qualifications in IIQE/HKSI related areas and Qualification in ECF are preferred
  • Proficiency in both written and spoken English, Chinese and Putonghua
  • Self-motivated, independent and able to work under pressure
  • Proficient in MS Office applications

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.

其他细节

职位空缺来源
CTgoodjobs
参考编号
3153590-01#0801
发布日期
2025年12月01日
关键词
Banking / Finance - Relationship Management, Banking, Full-time, Middle management level, Degree, Business Administration, Consumer Banking, Cross Selling, Customer Acquisition, Customer Service, Finance, Financial Analysis, HKSI, IIQE, Insurance, Investment, Investment / Asset Management Manager, MS Office, Marketing, New Business, Putonghua, Relationship Manager, Spoken English, Wealth Management
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