Relationship Manager, Retail Banking (Ref.: PSH/FIG/RB003D) recruitment
KEY RESPONSIBILITIES
- Acquire new affluent customers and solicit business opportunities through cross selling, referral and personal business connections
- Identify customer needs through financial planning. Provide professional advice and cross-sell a broad range of banking and investment products
- Build up new business accounts and introduce new services to clients
- Perform regular customer contact and portfolio review
- Achieve individual's and team's sales targets
- Provide investment advices and solutions to new and existing clients
- Co-ordinate with bankers to develop business plan and asset allocation portfolio for selected clients
JOB REQUIREMENTS
- Degree holder preferably with CFP or CFA qualification
- Minimum 2 years sales and service experience, preferably in the financial services industry
- Passes in the HKSI Licensing Examination Paper 1, 7 8 and IIQE 1, 2, 3 5, or equivalent
- Ability to analyze and interpret financial market trends and situations
- Excellent presentation skills and sales-oriented
- Fluent in Cantonese and English; Putonghua proficiency is an advantage
Interested Applicants please send your resume (in Word format) together with present and expected salary to HKRB@pplesearch.com
Tel: (852) 2521-5118
** For more job opportunities, please visit our website: www.pplesearch.com **
February 2, 2012
• Tags: FIG, RB003D) recruitment, Relationship Manager, Retail Banking (Ref.: PSH, Retail Banking careers in the Hong Kong SAR • Posted in: Financial