Customer Relationship Manager
2 weeks ago
As a key member of our team at nextRoles, the Customer Relationship Manager - Financial Services will be responsible for providing personalized financial planning services to high-net-worth customers.
Key Responsibilities:
- Provide financial planning services to high-net-worth customers.
- Build and maintain relationships with these customers.
- Promote investment, insurance, and banking products.
- Manage operational risk and ensure compliance with relevant policies and requirements.
Requirements:
- Passes in the Insurance Intermediaries Qualifying Examinations Paper 123 and Hong Kong Securities Institute Licensing Examinations Paper 178.
- Fulfilment of competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance.
- Minimum 2 years of experience in direct selling investment or life insurance.
- Strong proficiency in written and verbal Cantonese and English.
Benefits:
- Fast track career path advancement.
- Top-tiered Hong Kong local bank.
- Strong client base with excellent exposure.
- Working location: to be determined after training.
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