VP to Senior Director, Relationship Manager

by Lu Yim in Financial Services    26th May, 2020       Central, Hong Kong, Hong Kong SAR

VP to Senior Director, Relationship Manager

Introduction:

Our client is a well-known financial institution with a solid foundation and history in Asia. They are looking for Senior Relationship Manager in the financial services industry.

Responsibilities:

  • Explore opportunities and promote financial products to both existing as well as new clients.
  • Meet business targets in revenue and AUM
  • Present a wide range of financial products to clients (investments related as well as insurance)
  • Work with the product team to device new products as per clients’ needs.
  • Keep updated with latest financial news, product offerings, rules and regulations
  • Participate in ad hoc tasks as assigned.

Requirements:

  • Degree holder in Finance, BA or related disciplines
  • Passed IIQE Papers 1, 3, 5 and Type 1 and 4 licenses
  • Minimum 5 years of experience in the financial services industry with existing client network
  • Sales and revenue oriented, outgoing, presentable, energetic
  • Native in Cantonese or Mandarin
  • Good knowledge with financial products 

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