Relationship Manager, Retail Banking

2 weeks ago


Hong Kong, Hong Kong SAR China ACWISE RECRUITMENT LIMITED Full time

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/Finance or related discipline, professional qualification is preferred
  • Minimum 3 years of sales experience in promoting the full range of wealth management products including both investment and insurance products
  • Qualified individual to carry out regulated activities in insurance and investment
  • Self-motivated, customer-centric and able to work under pressure
  • Strong interpersonal, relationship management and communication skills
  • Good command of spoken and written English and Chinese, including Putonghua

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