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Job ref no.: CT3115413-01#3697

Relationship Manager / Insurance Specialist (Retail Banking)

Conners Consulting Limited

Benefits
  • 5-day week
  • Discretionary bonus
  • Medical plan

Our Clients, renowned banking group, is looking for a high calibre to join the group. 

Responsibilities: 

  • Provide full range of wealth management services to a designated portfolio of high-net-worth customer
  • Provide personalized service for this segment of customers to build and maintain good relationships
  • To provide quality and professional advice to high-net-worth customers on their various financial needs. 

Requirements:

  • Degree holder preferably
  • 3 years relevant experience in selling investment, insurance and banking products
  • Passed in LE 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) and MPF Intermediaries Examination
  • Possession of CFA or CFP qualifications is a definite advantage
  • Proficiency in written and spoken English, Cantonese and Mandarin

To apply, please click apply to send your CV with current salary, expected salary and notice period to us by clicking Apply Now
Welcome to call (852) 3996 7725 for enquiries.

Only shortlisted candidates will be notified.

All data collected will be used for recruitment purpose only & will be used strictly confidential. 

Conners Consulting Limited

2005 Kai Tak Commercial Building 317 Des Voeux Road Central Hong Kong

Tel: (852) 3996 8090   Website: www.connersconsulting.com

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3115413-01#3697
Salary
  • N/A
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 3 years - 8 years
Career Level
  • Middle management level
Education
  • Degree