Strategic Relationship Development Professional

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China Captiare Limited Full time

At Captiare Limited, we are seeking a talented Relationship Manager, Channel and Wealth Management to join our team. This exciting opportunity will see you play a pivotal role in driving business growth through the development of strategic relationships with clients.

Key Responsibilities:

  • We are looking for a results-driven professional to develop and maintain new business in retail banking products and fee-related activities.
  • The ideal candidate will achieve various business goals assigned by the Branch Manager through the delivery of exceptional customer service.
  • As part of our dynamic team, you will provide backup support to branch operations from time to time.
  • You will be responsible for acquiring new customers through localized promotion activities.
  • In addition, you will generate fee income through the selling of non-investment linked insurance products for Relationship Managers stationed at 'General Banking' areas.
  • Furthermore, you will also generate fee income through the selling of insurance or investment products for Relationship Managers stationed at 'Investment Corner'.

Requirements:

  • A diploma or degree holder in relevant disciplines is preferred.
  • 1-2 years of experience in the financial industry, preferably with branch exposure, is required.
  • The successful candidate will fulfill Relevant Individual (RI) & Technical Representation (TR) requirements.
  • Experience in retail banking products with effective communication skills is essential.
  • Proficiency in English and Mandarin is a must.
  • The ideal candidate will have PC knowledge.
  • Understanding of relevant policies and procedures of the Bank as well as regulatory requirements is necessary.
  • Compliance to internal guidelines / regulatory requirements is mandatory.

What We Offer:

We offer an attractive salary to the right candidates. For candidates with less experience, we will consider offering the Assistant Relationship Manager role.



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