Relationship Manager

About the Job

• Promote full range of banking and wealth management products and services
• Perform other service-related duties assigned by the Branch Manager
• Provide personalised service for this segment of customers to build and maintain good relationships
• Promote investment, insurance and banking products for optimising new business opportunities
• Manage operational risk and observe the relevant policies /guidelines and compliance requirements
• Actively solicit new business and deepen existing and new relationships within the high net worth market segment
• Comply with the regulatory requirements as well as as the internal compliance policies and guidelines including but not limited to anti-money laundering and counter-financing of terrorism.

Requirements

• University level education is an advantage OR

• HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
• Passes in the IIQE / HKSI
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage