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Our client --a well-known bank in Hong Kong, is currently seeking an experienced and dynamic Relationship Manager to join. With a rich history and strong roots in Hong Kong, our client is known for providing a wide range of banking products and specialised investment services.
What you will get?
- Attractive commission scheme + year end bonus
- Work- life balance * Fast-tracked career progression
- Sales and product support
What will you do?
- Build and maintain strong relationships with clients, providing personalised financial advice and solutions
- Conduct comprehensive financial reviews to understand client's goals and objectives
- Develop and implement tailored investment strategies to optimise client's wealth management
- Collaborate with internal teams to ensure seamless delivery of banking products and services
- Stay updated on market trends, investment opportunities, and regulatory changes
- Actively promote and cross-sell banking products and services to maximise client engagement
Requirements:
- Minimum of 2 years of experience in Investments & Insurance (I&I)
- Sound knowledge of retail banking products, investment vehicles, and financial markets
- Excellent communication and interpersonal skills to build rapport and trust with clients
- Pass in IIQE Paper 1, 2, 3 and HKSI Paper 1, 7, 8
- Bachelor's degree in Finance, Economics, or a related field is advantageous
Interested parties please click Apply Now to submit your CV to us. For any enquiries and immediate response, please feel free to send you CV or contact Chantal Yeung at chantal.yeung@gravitasgroup.com or by phone +852 3896 2588/+852 5403 3300
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