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2 周前发布

Retail Banking Senior Relationship Manager/Private Banking Relationship Manager

Chasseur Pro Executive Consultant Limited

职位描述

Senior Relationship Manager (Retail banking)

Responsibilities

Provide investment and insurance services to high net worth clients in branch
Maintain close relationships with clients
Cooperate with specialist to give advice to clients
Meet the compliance requirement

Requirements

Degree or above with major in Business Administration, Finance, or related disciplines
At least 3 years Retail banking I & i Sales experience
IIQE 1,2,3 and HKSI 1,7,8 qualification
Good command in both Cantonese and English, Fluent Mandarin is preferred
Candidate with less experience will be considered as Relationship Manager

Private Banking Relationship Manager

Responsibilities

Provide excellent service to ultra-high net worth clients
Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients
Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.

Requirements

Degree or above with major in Business Administration, Finance, or related disciplines
Min 5 years of relevant experience in retail banking or related experience in investment and insurance selling
Business plan (List of Potential Customers can Bring forward) is required

申请连结：

https://www.jobmarket.com.hk/Job/JobDetail?jobid=2347249

其他细节

职位空缺来源

JobMarket

参考编号

2347249

发布日期

2025年11月21日

关键词

Banking & Financial Services, Sales, CS & Business Development, Full Time

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