My client is looking for a candidate with at least 1 year of life insurance experience with HKSI Paper 1, 7,8 and IIQE Paper 1,2,3 candidate to promote investment and insurance banking products to customers and maintain relationships.

Client Details

Our client is one of the major retail banks in Hong Kong. They are looking for a Customer Relationship Manager with retail banking experience to join them.

Description

• Discover customer needs and advice financial planning services
• Promote investment and insurance banking products to customers and maintain relationships
• Achieve KPIs and sales targets
• Comply with the internal guidelines and external regulatory requirements
• Cold calling on a warm database for business development
• To handle Customer Due Diligence, KYC checks and ensure customer complies
• Manage and analysis customer's portfolios, to maximise their net worth and AUMs
• Deliver premium service to customers

Profile

• Diploma holder or equivalent
• Entry level with at least 1-year of banking experience with branch exposure
• Valid License holder of HKSI 1,7,8 and IIQE 1,2,3
• Strong communication skills with English and Chinese (Good in mandarin is an advance)
• Aggressive, self-motivated and be able to work under pressure
• Strong awareness on bank's regulations and risks
• Strong desire to learn
• Basic knowledge in banking products and wealth management

Job Offer

• Attractive remuneration package, quarterly incentives and staff benefits
• Medical benefits, 24 days annual leave, birthday leave, year-end bonus
• On job training with fast track progression
• Flexible working environment
• Be a part of famous local bank
• Professional growth and learning
• Good client network

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Joanie Lau on +852 3602 2458.

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