banner
Shanghai Commercial Bank Ltd.

Relationship Manager, Investment & Insurance Services

Shanghai Commercial Bank Ltd.

Responsibilities:

  • Provide financial solutions to customers to achieve business targets on wealth management (investment & insurance)
  • Identify customer needs through financial analysis and portfolio review
  • Cultivate long-term relationship with customers and explore new business opportunities through marketing and cross-selling bank products and services

Requirements:

  • Degree holder in Business or related disciplines
  • Minimum 2 years of sales experience in promoting the full range of wealth management products including both investment and insurance product
  • Qualified individual to carry out regulated activities in insurance and investment
  • Self-motivated, customer-centric and able to work under pressure
  • Excellent interpersonal, relationship management and communication skills
  • Excellent command of spoken and written English and Chinese, including Putonghua
  • Proficient in MS Office applications including Chinese word processingithin the Bank.

Attractive remuneration package will be offered to the right candidates. Interested parties please send your full resume with current and expected salary to the Human Resources Division [via CTgoodjobs Apply Now ] or by post to G.P.O. Box 139, Hong Kong.

Please visit us at www.shacombank.com.hk for more information about our Bank.

All personal data collected will be used for recruitment related purposes strictly in accordance with the Bank's personal data policies, a copy of which will be provided immediately upon request by contacting our Personal Data Compliance Officer. Applicants who are not contacted within two months may consider their applications unsuccessful and the personal data collected from the applicants will be retained for no longer than two years from the date of rejection during which the applicants may be considered for other suitable positions within the Bank. 

More job information
Salary
Benefits
  • 5-day week
  • 13-month pay
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Insurance plan
  • Medical plan
  • Paid overtime
Job Function
Work Model
  • On-site
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 2 years - 7 years
Career Level
  • Middle management level
Education
  • Degree