Relationship Manager, Corporate Wealth Management - Commercial Banking

Job Descriptions:

• Actively solicit new business and deepen relationships within Commercial Banking, Corporate Banking and Institutional Banking clients
• Identify customers’ needs and promote investment and insurance products and services to our corporate clients
• Work closely with Relationship Manager and other Business Units to anchor the relationship base
• Ensure all selling procedures are well complied
• Provide on-going specialist advice on wealth management products and market updates to Relationship Managers
• Engage end to end investment and insurance service for Commercial Banking, Corporate Banking and Institutional Banking clients
• Well understand the investment and insurance compliance standard under our Corporate Bundle.

 Job Requirements:
 

• Degree holder in Bus Admin/Finance/Accounting/Economics or related discipline
• At least 5 years of experience in investment and insurance sales
• Working experience in Corporate Banking is preferred
• Qualifications in IIQE/HKSI related areas are required
• Solid knowledge of product features and risk/benefits of all major investment & insurance products
• Capability of carrying out investment and portfolio analysis for clients
• Sales driven, customer and service oriented
• Innovated and embrace new technologic and new products with curiosity
• Good communication and interpersonal skills
• Good command of spoken and written English, Chinese and Mandarin

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request.