Hong Kong Job Openings
Omnisource
Customer Relationship Manager (Major Bank)
FULL TIME
September 3, 2024
Job Responsibilities
- Provide financial planning services to high-net-worth, mainlander and offshore customers
- Provide personalized service for these segment 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
- Passes in the Insurance Intermediaries Qualifying Examinations (IIQE) Paper 123 AND Hong Kong Securities Institute Licensing Examinations Paper 178
- Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
- Minimum 2 years of experience in direct selling investment or life insurance
- Strong proficiency in written and verbal Cantonese and English
- Strong sales and customer orientation, with good communication and interpersonal skills
Pay: $35,000.00 - $90,000.00 per month
Benefits:
- Maternity leave
- Medical Insurance
- Monday to Friday
- Performance bonus
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