Relationship Manager

4 days ago


Hong Kong Island, Hong Kong SAR China Agricultural Bank Of China (HK Branch) Full time

Provide financial planning solutions especially on saving, life and investment insurance protections to wealth management clients Responsible for the acquisition and relationship management of personal high net worth clients Provide a broad range of banking and investment products and assist clients in portfolio planning to meet their financial needs Provide updated financial market information, professional advice and quality services to clients Assist Team Head to develop and implement Bancassurance business Work closely and maintain a good relationship with other departments in the bank Fulfill annual sales targets Requirements Degree holder in Finance, Economic, Business or relevant disciplines preferred Minimum 5 years of Relationship Manager or Investment Advisor experience in private banking or mass affluent client sector, experience in the mainland Chinese market a definite advantage Holder of SFC Type 1 and Type 4 licenses Holder of IIQE Paper I and III licenses Good knowledge in wealth management products including a broad range of insurance products Self-initiative and a strong team player Good communication and interpersonal skills Fluent in Putonghua, English and Cantonese Proficient in MS Office applications Frequent travel to mainland China is required Those who have strong network in Mainland China is highly preferred Certified Private Wealth Professional (CPWP) certification is preferred If applicable, the successful applicant’s offer confirmation is subject to the result of Mandatory Reference Check (MRC) under HKMA’s mandatory requirement. For details, please visit the corresponding website: Please write enclosing full C.V. stating present and expected salary and contact phone no. to Head of Corporate Affairs, Agricultural Bank of China Limited, H.K. Branch, 25/F Agricultural Bank of China Tower, 50 Connaught Road Central, Hong Kong or email via clicking "Apply Now" (Word format). The data collected will be used for recruitment purpose only. #J-18808-Ljbffr



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