Retail Banking- Virtual Relationship Manager/ RM Assistant 25-30k

WallStone Partners has been dedicated to excellence in providing executive search consulting to the international companies based in operating from Hong Kong & Asia. Our reputation is based on our successful track record, creative and consultative approach, and commitment to quality, integrity and professionalism as well as an ability to develop enduring, effective working relationships. 

Responsibilities:

• Manage relationship with the customers
• Acquire, develop and retain relationships with a portfolio of customers
• Help clients to articulate their needs, and deliver to exceed client expectations 
• Know clients on a personal and professional level to understand their short- and long-term financial goals
• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new customers relationships
• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners

Requirements:

• At least 1 year Insurance or Investment sales experience.
• Passed IIQE paper 1, 2, 3 and HKSI 1,7,8 is a must.
• Strong knowledge for Investment, Global Market, Insurance product.
• Prefer in university degree or above.
• Fluent Chinese, English and Putonghua in Written and speaking.

Interested parties, please click on below button “Apply Now”. For a confidential discussion, please contact Andy Ho at (852) 2562 8611.