Relationship Manager (Great Source of AUM to achieve Bank Targets)

Eagle Partners (International) Company Limited

Responsibilities:

  • Serve High Net Worth Individuals and solicit business opportunities through cross-selling and branch referral.

  • Identify customers’ needs and provide customized solutions on a comprehensive range of investment and wealth management products to customers.

  • Promote long term client relationships and enhance the company's value proposition.

  • Ensure all selling activities are in compliance with the bank’s guidelines.

Requirements:

  • University graduate, preferably major in Business Administration, Accounting, Finance or Economics

  • Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank

  • 3 years' solid experience in serving high-net-worth customers (less experience may also be considered)

  • Strong analytical skills and solid track record in developing relationships with customers

  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin

Interested parties please click Apply Now to apply job.

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