Cross Border Relationship Manager

Principal responsibilities:

• Provide financial planning services to high-net-worth, mainlander and offshore customers
• Provide personalized service for these segment customers to build and maintain good relationships
• Promote investment, insurance and banking products for optimizing new business opportunities
• Manage operational risk and observe the relevant policies /guidelines and compliance requirements Requirements:
• University level education is an advantage OR
• HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
• Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Minimum of two years' experience in selling investment, insurance and banking products
• Experience in handling offshore and mainlander segment will be an advantage
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• High proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantage
• Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred