(Senior) Relationship Manager, Retail Banking

Job Highlights

• Competitive salary with high incentives
• 5 days work week, permanent, full time
• Comprehensive benefits package

Job Description

• Detailed wealth planning for retail customers
• Bridging customers’ financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortgages through customers’ needs-based profiling
• Proactively manage and build customer relationships
• Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments

Requirements

• A recognised University Degree or professional qualifications
• At least 1 year of experience in banking wealth planning. Candidate with more years of relevant experiences will be considered for senior role.
• Necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
• Effectively bilingual in English and Chinese so as to communicate with Chinese-speaking customers