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Senior Relationship Manager

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Job Industry Banking
EMPLOYMENT TYPES Full Time
SALARY Up to 50k
LOCATION Hong Kong
Date posted 2020-12-01
Job Ref. BCTB20201201A

Key Responsibilities:

• Source individual prospects to achieve new business and customer acquisition goals.

Carry out promotion programs by presenting retail banking products and services to groups, clubs, associations, companies and other organizations.

• Actively participate in the marketing and promotional activities for customer acquisition.

• Enhance and maintain good relationships with the customers.

• Assist the Branch Manager in upgrading and converting existing target branch customers into its customer.

 

Requirements

• Minimum 2 years solid experience in servicing premier customers is required.

• Secondary education or above; degree holder in Business Administration or related disciplines is preferred.

• Possess IIQAS and other required qualifications under SFC for selling insurance and investment products; Possession of CFP / CFA / HKRFP qualification is an added advantage.

• Familiar with wealth management knowledge including retail banking practices and products, sales and marketing, risk assessment.

• Strong sales drive with good interpersonal and communication skills.

• Good command of written and spoken English and Chinese.

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