Customer Relationship Manager

Responsibilities:

• Provide full range of wealth management services to a designated portfolio of high-net-worth customer, for example, promote investment and insurance products to fulfill customers’ needs
• Expand the existing client base by exploring potential customers in the market

Requirements:

• Degree holder or above, with minimum 5 years' experience in handling investment portfolio of affluent customers
• Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations are required (Qualified under SFO for handling Regulated Activities Types 1 & 4)
• Professional qualification of ARWP is an advantage

Candidates with more experience will be considered as Senior Customer Relationship Manager.