Responsibilities:

• With competitive salary and bonuses, the incumbent will play a key role in both client relationship development and customer service;
• Manage a portfolio of existing relationships and explore new relationships for new business opportunities;
• Conduct investment transactions for premium individual clients;
• Provide proactive and comprehensive client services such as account opening, transaction operations, financial planning etc;
• Work with internal and external parities to ensure service quality and, resolve problems and client enquiries;
• Ensure all business activities comply with prevailing regulatory requirements and internal policies;
• Maintain and update customer data base;
• Prepare credit proposals and approve credit facilities in accordance with discretionary authority
• Conduct regular review and take proactive measures to ensure credit quality
• Cross-sell a full range of Financial products
• Provide guidance, coaching and support to junior members
• Ad hoc projects assigned.

Requirements:

• University degree in Business Management, Banking, Finance or a related discipline or other relevant qualifications
• Minimum of 5 years' experience in relationship management, preferably in financial institutions
• Candidate with insurance and Taiwan background will also be advantage
• Ability to work under pressure, with strong self-motivation
• Strong communication, interpersonal and analytical skills
• Proficiency in both English and Chinese, fluency in Putonghua an advantage

In regards to the application, please send by clicking "Apply Now".

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