Relationship Manager, Retail Banking
Full time
at ACWISE RECRUITMENT LIMITED
in
Hong Kong
Posted on May 8, 2024
Job details
Responsibilities:
- Provide financial solutions to customers to achieve business targets on wealth management (investment & insurance)
- Identify customer needs through financial analysis and portfolio review
- Cultivate long-term relationship with customers and explore new business opportunities through marketing and cross-selling bank products and services
- Degree holder in Business/Finance or related discipline, professional qualification is preferred
- Minimum 3 years of sales experience in promoting the full range of wealth management products including both investment and insurance products
- Qualified individual to carry out regulated activities in insurance and investment
- Self-motivated, customer-centric and able to work under pressure
- Strong interpersonal, relationship management and communication skills
- Good command of spoken and written English and Chinese, including Putonghua
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