Bank- Assistant Relationship Manager

7 days ago


New Territories, Hong Kong SAR China PURSUIT CONSULTANCY LIMITED Full time

Bank- Assistant Relationship Manager / Relationship manager (35-60k) Conduct customer portfolio analysis to identify business opportunities (e.g. Investment and Insurance products) Proactively build and maintain strong relationships with a portfolio of retail banking customers. Understand customers' financial needs and goals, and provide tailored solutions and advice to help them achieve their objectives. Cross-sell and up-sell the bank's products and services to grow customer wealth and loyalty. Actively participate in business development activities to identify new opportunities and referrals. Cultivate long-term relationship with customers and explore new business opportunities through marketing and cross-selling bank products and services. What we're looking for HKCEE /HKALE/ HKDSE holders Passes in IIQE Paper 1, 2 and 3 AND HKSI Paper 1,7 and 8 Proactive and willing to achieve the assigned sale target Fluency in English and Cantonese, with Mandarin language skills an advantage Experience & Compensation Experienced Candidates will be considered as Senior Relationship Manager / Insurance Specialist / Investment Specialist/ Team Head/ Branch Manager with offer up to 70k. Insurance agents with half year of experience will be considered as General Banking Officers (21.5k - 26k). If you are interested in this position, please send your updated resume with details of work experience and contact number to us. OR you may contact Ella Chow at for further discussion. #J-18808-Ljbffr



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