Customer Relationship Manager

Our client is a top-tier Hong Kong bank corporation. They are currently looking for professionals to join their team: Responsibilities: Provide financial planning services to customers Provide personalized service for this segment of customers to build and maintain good relationships Promote investment, insurance and banking products for optimizing new business opportunities Manage operational risk and observe the relevant policies /guidelines and compliance requirements Requirements: Degree holder HKCEE/ HKDSE (with passes in Chinese and Mathematics or English and Mathematics at Grade E/ Level 2 or above) Must Pass in the Insurance Intermediaries Qualifying Examinations Paper 1,2,3 Hong Kong Securities Institute Licensing Examinations Paper 1,7,8 (accept candidate to take the exam when they are on-board) Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) will be an advantage Minimum 3 years of sales experience in selling investment, insurance or banking products, good to have banking experience Proficiency in written and verbal Cantonese, Chinese and English Strong sales and customer orientation, with good communication and interpersonal skills Interested parties please submit your application with your full resume in word format. All information collected will be treated in strict confidence and will be used solely for recruitment purpose. All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security. Full-time

Information :

• Company : Streamline Consultancy Limited
• Position : Customer Relationship Manager
• Location : Hong Kong
• Country : HK