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Relationship Manager - Consumer Banking

Zebra Strategic Outsource Solution Ltd

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2018-05-18
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Retail Banking  Financial Services  

Job Description

Responsibilities:

 

  • Build and deepen relationship with affluent segment customers through delivering superior customer experience when handling product enquiries, financial transactions and operations;
  • Introduce a wide range of banking and investment products to help the customers in building an effective portfolio that meets their financial needs;
  • With the support of investment experts, offer proactive and personalized financial services to the affluent segment customers;
  • Perform regular customer contact and portfolio review;
  • Achieve individual's and team's sales targets;
  • Comply with established policies and procedures to safeguard both bank's and customers' assets.

 

Requirements:  

 

  • Secondary education with 2 to 3 years sales experience;
  • Good knowledge of insurance and investment products;
  • Insurance and investment licenses required;
  • Fluent in English, Cantonese and Mandarin.

 

 

 

 

Company Info

ZEBRA™ Strategic Holdings Limited is a performance-based holistic Human Capital Solutions provider that services Corporate Clients across Asia Pacific region.

With more than a decade of solid experience, ZEBRA™ successfully listed on the GEM board of the Hong Kong Stock Exchange in the year of 2013.

Our client, a leading institution is currently seeking for a high-caliber candidate to join their team.

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