Customer Relationship Manager, Wealth Management

Responsibilities:

• Establish and strengthen the relationships with high net worth customers, identify and fulfil their investment needs by providing thorough financial analysis
• Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank

Requirements:

• Degree holder in business or related disciplines
• At least 3 years sales experience in consumer banking field
• Passed in LE 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) and MPF Intermediaries Examination is a must
• Professional of CB / CFP / ECF are preferred
• Sound knowledge towards investment market and various banking products
• Sales and customer-oriented with good communication skills
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable