Customer Relationship Manager (Bank)

Requirements

• Key Requirements

Must-have

• Passes in the Insurance Intermediaries Qualifying Examinations Paper 123 AND Hong Kong Securities Institute Licensing Examinations Paper 178
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Minimum 2 years of experience in direct selling investment or life insurance
• Strong proficiency in written and verbal Cantonese and English
• Strong sales and customer orientation, with good communication and interpersonal skills

Good-to-have

• University level education is an advantage
• HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience
• Experience in handling offshore and mainlander segment will be an advantage
• Strong self-motivation and ability to work under pressure
• Good command of written and verbal Mandarin
• Candidates with 5+ years of relevant experience will be considered as Executive Customer Relationship Manager
• Candidates with 7+ years of relevant experience will be considered as Prestige Private Customer Relationship Manager

Benefits

• Key Selling Points
• Fast track career path advancement
• Top-tiered Hong Kong local bank
• Strong client base with excellent exposure
• Working location : to be determined after training
• Birthday Leave
• Staff Mortgage upon completion of 6-month probation
• Medical Insurance
• Maternity Leave