Senior Relationship Manager (HKD 88K/month quarterly commissions + performance bonus)

Madison Pearl

  • Hong Kong
  • $65,000-88,000 per month
  • Permanent
  • Full-time
  • 16 days ago
Salary: $65,000 – $88,000 per monthAre you fluent in Chinese (Mandarin and Cantonese) and passionate about building strong business relationships?On behalf of one of the world's leading prestigious international banks (RETAIL BANKING) based in the vibrant city of Hong Kong!Senior Relationship Manager who has solid experience in selling I&I products. Qualification of HKSI 1,7,8 and IIQE papers 1-3 are a must.*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New TerritoriesTasks & responsibilities
  • To liaise clients with aims to cultivate and maintain full banking relationship
  • Provide financial planning services to high-net-worth, Chinese and offshore customers
  • To generate revenue from executing client transactions and monitoring client positions
  • Ensure all selling activities comply with the bank’s guidelines
  • Conduct Due Diligence Checking and “KYC” process for customers
  • Execute investment product transactions for customers
  • Candidates with less experience will be considered for junior roles/other role
Requirements:
  • Bachelor's degree or above in Business Administration, Finance, or a related discipline
  • Experience in developing cross border business / serving Chinese high-net-worth customers will be an advantage
  • Qualification in ECF is preferred
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 5 years of experience in a similar capacity (in direct selling investment or life insurance)
  • Good team player, energetic, self-motivated with good interpersonal and analytical skills
  • Self-initiative, able to work independently and under pressure
  • Good written and communications skills in English and CHINESE (Mandarin and Cantonese)
Benefits
  • Health Insurance
  • Staff Mortgage upon probation
  • Maternity Leave
  • Birthday Leave
  • Excellent growth opportunities in career path advancement
  • Attractive remuneration package (Base Salary+ Quarterly Commission +Performance Bonus)

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