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3 週前發布

Relationship Manager - Private Wealth Management

Ping An Bank Company Ltd

職位描述

Job Responsibilities:

  • Promote full range of wealth management products and services to high-net-worth customers;
  • Solicit new businesses and cultivate long-term relationship with customers for further business opportunities;
  • Handle enquiries and provide professional total wealth management solutions to customers;
  • Provide quality services and understand customers’ financial needs.

Job Requirements:

  • University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics;
  • Minimum 3 years of sales experience in wealth products;
  • Possess recognized insurance and securities licenses;
  • Relevant Enhanced Competency Framework (ECF) qualification is preferable;
  • Strong banking products knowledge is a must;
  • Proactive with excellent communication skills;
  • Self-motivated, customer oriented and able to work under pressure;
  • Proficient in both spoken and written English and Chinese, Putonghua is preferred

其他細節

職位空缺來源
CTgoodjobs
參考編號
3152184-01#0050
發布日期
2025年11月14日
關鍵詞
Banking / Finance - Corporate Finance, Banking, Full-time, Middle management level, Degree, Accounting, Banking Products, Business Administration, Communication Skills, Customer-Oriented, Economics, Finance, Insurance, New Business, Putonghua, Relationship Manager, Security, Wealth Management, Wealth Management / Financial Planning / Private Banking Manager, Written English
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