Junior Relationship Manager /Insurance Specialist(retail banking)(EW)
Chasseur Pro Executive Consultant Limited
- Hong Kong
- Permanent
- Full-time
- Provide investment and insurance services to high net worth clients in branch
- Maintain close relationships with clients
- Cooperate with specialist to give advice to clients
- Meet the compliance requirement
- Degree or above with major in Business Administration, Finance, or related disciplines
- Min 1-2 years of relevant experience in retail banking or related experience in investment and insurance selling
- IIQE 1,2,3 and HKSI 1,7,8
- Good command in both Chinese and English
- Collaborate with RMs in Branch to provide insurance planning services to customer
- Maintain good relationship with existing customer and develop potential client base
- Engage appointments to cross-sell insurance products and close deals
- Comply with Banking policies and procedures.
- At least 2 years relevant experience
- Extensive knowledge on insurance products and services
- Good communication, interpersonal and selling skills
- Passed IIQE Paper 1, 2, 3 is a "MUST"
- Proficient in Cantonese, Fluent Mandarin speaking is definitely an advantage
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