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Customer Relationship Manager, Retail Banking

Job Title: Customer Relationship Manager, Retail Banking
Contract Type: Permanent
Location: Quarry Bay, Eastern District
Industry: Financial Services
Reference: 54623_1693383137
Contact Name: Ryan Cheung
Contact Email:

Job Description

Responsibilities

  • Appropriately map suitable financial products and services to meet customers' needs, including investment, insurance and other banking products
  • Perform investment portfolio analysis and provide recommendation on re-allocation
  • Solicit business opportunities through proactive cross-selling
  • Explore and develop long-term relationships with customers

Requirements

  • Minimum 2 years banking experience in providing financial services
  • Qualifications in IIQE and HKSI
  • University degree in a related discipline preferred
  • Sound knowledge of banking products
  • Strong sales, analytical and interpersonal skills

Click "Apply Now" to apply for this position or call Ryan Cheung at +852 3180 4993 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.

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