Relationship Manager / Senior Relationship Manager

Responsibilities:

• Responsible for analyzing global investment markets, insurance and investment products
• Prepare research and sales materials for distribution channels
• Implement marketing initiatives, product recommendations, and investment strategies
• Provide sales support for Corporate, Support and Channel team
• Arrange and organize our potential clients to suitable product and service
• Perform customer analysis to identify opportunities for new business and product enhancement
• Cross-sell bank's products including loans, mortgage, finance, treasury, investment and insurance products

Requirements:

• University graduate or above
• 3-5 years or above relevant experience
• Knowledge of bank's retail investment products
• Good understanding of banking environment with sufficient knowledge in retail banking and WM products
• Proficiency in both English and Chinese. Fluent in Mandarin preferred
• Fulfill Relevant Individual (Rl) & Technical Representation (TR) requirement
• Qualified under SFO for handling Regulated Activities Types 1 & 4
• Good understanding of banking environment with sound knowledge of product development and financial market
• Analytical - minded and sensitive to financial market trends
• Good communication skills