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Customer Relationship Manager, Wealth Management

On-site in Hong Kong·Added 2 days ago (last checked 11 Oct)

Overview

Work mode
On-site, Hong Kong
Experience
2+ years

Skills

The role

Customer Relationship Manager, Wealth Management (Branch) [Ref: CRMWMB-CN]
Responsibilities:
  • Establish and strengthen the relationships with high-net-worth customers, identify and fulfil their investment needs by providing thorough financial analysis;
  • Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank.
Requirements:
  • Bachelor's degree or above in Business or related disciplines;
  • At least 2 years of sales experience in consumer banking field;
  • Sound knowledge towards investment market and various banking products;
  • Sales and customer-oriented with good communication skills;
  • Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 and MPF Intermediaries Examination is a must;
  • CFPCM / CFMP / ECF - RWM is preferred;
  • Proficiency in both written and spoken English, Chinese and Putonghua;
  • This position is subject to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA);
  • Candidate with less experience will be considered as Assistant Customer Relationship Manager, Wealth Management.

About Nanyang Commercial Bank

Industry
Banking
Website
ncb.com.hk
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