Hiring Relationship Manager

Relationship Manager (Great Client Portfolio, 35k - 80k)

Banking and Financial Services
September 16, 2024•1 min read

Job Reference: EPHK091704

Responsibilities:

  • Work closely with Branch Managers, District Managers, Investment Counselors, Wealth Coaches and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met.

  • Provide full range of wealth management services to a designated portfolio of High-Net-Worth customer.

  • Solicit new businesses and cultivate long-term relationship with customers for further business opportunities

  • Providing quality services and financial solutions to customers and satisfy their changing financial needs

Requirements:

  • University degree or above

  • IIQE paper 1, 2, 3 and HKSI paper 1, 7, 8

  • Over 2 years' solid experience in Insurance or Investment sales experience in banking or insurance industry

  • Solid sales track record in developing relationships with customers

  • Fluent Chinese, English and Putonghua in Written and speaking

Relationship ManagerRetail Banking
Back to Blog