Relationship Manager (Retail Banking)

刊登日期: 04 Jul 2025 Ref.: JM20250705011614625

JFE Consulting Limited

Relationship Manager (Retail Banking)

Our client is a global bank and is looking Relationship Manager to join their winning team.

Responsibilities:

• • Deliver financial solutions to clients to meet business objectives in wealth management, encompassing both investment and insurance sectors. 

  • Assess customer requirements through financial analysis and portfolio evaluations. 

  • Foster enduring relationships with clients while identifying new business prospects through marketing initiatives and cross-selling of banking products and services. 

Requirements:

• • Possession of a degree in Business, Finance, or a related field; a professional qualification in ECF-RWM is advantageous. 

  • At least three years of sales experience in promoting a comprehensive range of wealth management products, including investment and insurance offerings.

  • Capable of performing regulated activities in the fields of insurance and investment. 

  • Self-driven, customer-focused, and adept at working under pressure. 

  • Excellent interpersonal, relationship management, and communication abilities. 

  • Proficient in both spoken and written English and Chinese, including Putonghua.

Job Benefits:

• Great Company Culture with friendly team members
• Five-day work week 
• Chinese New Year bonus, discretionary bonus, transport subsidy
• Medical benefits (including family members)
• Excellent for career progression

相關工作經驗:

-

所有工作經驗:

3 year(s) - 3 year(s)

學歷:

大學學位

工作類別:

工作種類:

全職

工作地點:

-

薪酬:

-

Information :

• Company : JFE Consulting Limited
• Position : Relationship Manager (Retail Banking)
• Location : Hong Kong
• Country : HK