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Customer Relationship Manager, Wealth Management (Branch) [Ref no : CRMWMB-IY]

Nanyang Commercial BankHong Kong

30 天前

职位描述

Job Responsibilities :

Establish and strengthen the relationships with high-net-worth customers, identify and fulfil their investment needs by providing thorough financial analysis;
Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank.

Job Requirements :

Bachelor’s degree or above Business or related disciplines;

At least 2 years of sales experience in consumer banking field

Sound knowledge towards investment market and various banking products;

Sales and customer-oriented with good communication skills;

Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 and MPF Intermediaries Examination is a must;

CFPCM / CFMP / ECF – RWM is preferred;

Proficiency in both written and spoken English, Chinese and Putonghua;

Candidate with less experience will be considered as Assistant Customer Relationship Manager, Wealth Management.

Relationship Manager • Hong Kong