Junior Relationship Manager

4 days ago


Hong Kong Island, Hong Kong SAR China Chasseur Pro Executive Consultant Limited Full time

Junior Relationship Manager /Insurance Specialist (retail banking) (EW) 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. Min 1-2 years of relevant experience in retail banking or related experience in investment and insurance selling. IIQE 1,2,3 and HKSI 1,7,8. Good command in both Chinese and English. Insurance Specialist (Retail banking) Responsibilities Collaborate with RMs in Branch to provide insurance planning services to customer. Maintain good relationship with existing customer and develop potential client base. Engage appointments to cross-sell insurance products and close deals. Comply with Banking policies and procedures. Requirements At least 2 years relevant experience. Extensive knowledge on insurance products and services. Good communication, interpersonal and selling skills. Passed IIQE Paper 1, 2, 3 is a "MUST". Proficient in Cantonese, Fluent Mandarin speaking is definitely an advantage. #J-18808-Ljbffr


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