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Customer Relationship Manager (Bank)

Customer Relationship Manager (Bank)

nextRolesHong Kong, Hong Kong, HK
30 天前
职位类型
  • Quick Apply
职位描述
  • Key Responsibilities
  • Provide financial planning services to high-net-worth, mainlander and offshore customers
  • Provide personalized service for these segment customers to build and maintain good relationships
  • Promote investment, insurance and banking products for optimizing new business opportunities
  • Manage operational risk and observe the relevant policies / guidelines and compliance requirements
  • 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
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    Relationship Manager • Hong Kong, Hong Kong, HK