Relationship Manager, Investment & Insurance Services

Responsibilities:

• Provide financial solutions to customers to achieve business targets on wealth management (investment & insurance)
• Identify customer needs through financial analysis and portfolio review
• Cultivate long-term relationship with customers and explore new business opportunities through marketing and cross-selling bank products and services

Requirements:

• Degree holder in Business or related disciplines
• Minimum 2 years of sales experience in promoting the full range of wealth management products including both investment and insurance product
• Qualified individual to carry out regulated activities in insurance and investment
• Self-motivated, customer-centric and able to work under pressure
• Excellent interpersonal, relationship management and communication skills
• Excellent command of spoken and written English and Chinese, including Putonghua
• Proficient in MS Office applications including Chinese word processing