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

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.