🎁 Before you apply, rehearse this interview. Create your free WorkMundi account and get an Interview Training on HelpsYouSpeak — no cost, no card. I want my training →
We're looking for client relationship professionals to work in various regional retail and semi-private banks! Key Responsibilities: Build and develop long-term relationships with HNW clients Evaluate the financial service needs of current and new HNW clients, covering both I&I products and tailor-made services Provide customized financial products and services, including investments, insurance, and other financial products to address clients' needs Ensure strict compliance with regulations and contribute to the Bank's anti-money laundering (AML) efforts Collaborate with key stakeholders (e.g. various sales channels including but not limited to commercial, global market banking departments, etc.) to maintain a robust sales pipeline and achieve performance targets Requirements: University degree or equivalent, with qualifications in IIQE and HKSI Experiences in retail banking products & services including investment and insurance products is advantage Good command of both verbal and written English and Cantonese, Mandarin will be an advantage Candidates with less experiences will be considered for junior relationship managers