Relationship Manager (30k - 80k, All Level) - International Bank
| Job ref no. | AL |
| Job level | |
| Work experience | |
| Education | Associate Degree/Higher Diploma |
| Location | Hong Kong Island |
| Employment type | Full Time |
| Benifits | |
| Industry | Banking |
| Job function | Banking / Finance |
| Post on | 2024-08-15 |
To promote and sell a variety of investment products and life insurance to customers at branch location. This includes mutual funds, stocks, bonds, and life insurance policies.
Key Responsibilities:
- Understand customer investment and insurance needs
- Recommend suitable investment and insurance products
- Process applications and handle customer inquiries
- Cross-sell products to grow customer relationships
- Maintain accurate customer account information
- Comply with bank policies and regulations
- Contribute to branch sales and growth goals
Qualifications:
- Tertiary education
- 1+ year of retail banking selling experiences
- Fluency in Chinese and English
- IIQE qualification + HKSI
- Strong communication and sales skills