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Assistant Relationship Manager/ Bancassurance Manager - Private Wealth - banking agency team

Brave Business Consultancy Co.

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2022-10-19
  • Location:Tsim Sha Tsui
  • Employment Type:Full Time
  • Job Function:Banking / Finance  Corporate Banking  Private Banking  Asset Management
  • Benefits:Dental insurance, Life insurance, Medical insurance, Performance bonus, Travel allowance, Five-day work week

Job Description

  • Execute directions by clients for  setting up Time deposits, Mortgage loans & Personal loan referrals, wealth management & life protection etc
  • Competent in handling daily transactions accurately and timely
  • Maintain good relations with RMs and clients
  • Provide support to RMs and ensure high standards of customer services are met
  • Assist
  • Analysing clients portfolio, provide investment advice by one stop solution of financial plan by banking wealth management products and services.  
  • Assist with audit and other compliance self assessment process

Company Info

Founded in Hong Kong in 2016, Brave Business Consultancy’s network now spans across 7 countries worldwide such as China, Hong Kong SAR, Singapore, Malaysia, Indonesia, Thailand and UK etc. With more than 1200 professional consultants globally, we specialize in placing high-caliber professionals with major multinational companies throughout Asia and beyond.

As recruitment experts in our industries of operation, we offer 360º consulting for companies and job-seekers seeking new opportunities for development. To take the first step towards finding that perfect connection for you, pls contact us now!

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