Customer Relationship Development Manager
3 days ago
We are seeking highly skilled and experienced relationship managers to join our team in the personal and private banking front office across various banks. If you have a passion for building client relationships and delivering exceptional service, we invite you to explore these opportunities.
Our ideal candidate will possess at least 2 years of direct I&I sales experience in retail bank/insurance agency, with a strong track record of maintaining HK local/Mainland China client portfolios.
- Must-have skills include all-rounded exposure in various banking products (Mortgage/FX/P Loan etc.)
- IIQE Paper 1, 2, 3 & HKSI 1, 7, 8 is a must
- A competitive salary with transparent sales target and incentive scheme
As a Relationship Manager in our retail banking segment, you will be responsible for building and maintaining relationships with high-net-worth individuals and businesses.
- Maintain a portfolio of clients with significant assets under management
- Develop and execute strategies to grow revenue and expand customer relationships
The successful candidate will be responsible for managing customer transactions and providing excellent customer service.
- Min 1 year of Dealer/Trader experience in Bank/Securities/Family Office
- Excellent communication and interpersonal skills
We are seeking an experienced Senior Relationship Manager/Vice President to lead our regional investment bank team.
- At least 7 years of retail/private wealth RM experience
- Negotiable monthly salary with aggressive year-end bonus
This role involves managing a team of insurance sales agents and developing strategies to grow revenue.
- Min 1 year of direct insurance sales experience (end-to-end process)
- Welcome insurance agents to apply
This role provides administrative support to senior relationship managers and branch managers.
- Account opening/documentation/business referral
- No direct sales target
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