Relationship Manager/Senior Relation Manager, Retail Banking
Job details
Responsibilities: • Detailed wealth planning for retail customers • Bridging customers' financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortages through customers' needs-based profiling • Proactively manage and build customer relationships • Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments Requirements: • A recognized University Degree or professional qualifications • At least 1 year of experience in banking wealth planning • Necessary regulatory certificates for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5,8,8A,9,9A and Health Insurance • Effectively bilingual in English and Chinese so as to communicate with Chinese-speaking customers
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