VP to Senior Director, Relationship Manager
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.
- 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
- 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.
- 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