Job Reference : ZJ00004841

Relationship Manager - Consumer Banking

Job Reference : ZJ00004841
  • 0 - 3 Years
  • Salary Negotiable
  • Permanent / Full Time
  • Not Specified
  • HR Management / Consultancy
  • Banking & Finance

    • Job Description

    • Build and deepen relationship with affluent segment customers through delivering superior customer experience when handling product enquiries, financial transactions and operations;
    • Introduce a wide range of banking and investment products to help the customers in building an effective portfolio that meets their financial needs;
    • With the support of investment experts, offer proactive and personalized financial services to the affluent segment customers;
    • Perform regular customer contact and portfolio review;
    • Achieve individual's and team's sales targets;
    • Comply with established policies and procedures to safeguard both bank's and customers' assets.

    Requirements

    • Secondary education with 2 to 3 years sales experience;
    • Good knowledge of insurance and investment products;
    • Insurance and investment licenses required;
    • Fluent in English, Cantonese and Mandarin.