Senior Relationship Manager (HKD 88K/month quarterly commissions + performance bonus)
Madison Pearl
- Hong Kong
- $65,000-88,000 per month
- Permanent
- Full-time
- 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
- 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)
- 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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