Hong Kong Job Openings

Omnisource

Customer Relationship Manager (Major Bank)

FULL TIME

September 3, 2024

Our client is a major bank in Hong Kong.
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
Job Requirement
  • 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
Job Types: Full-time, Permanent
Pay: $35,000.00 - $90,000.00 per month
Benefits:
  • Maternity leave
  • Medical Insurance
Schedule:
  • Monday to Friday
Supplemental Pay:
  • Performance bonus
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