Customer Relationship Manager

Responsibilities:

• Provide full range of wealth management services to a designated portfolio of high-net-worth customer, for example, promote investment and insurance products to fulfill customers’ needs
• Expand the existing client base by exploring potential customers in the market

Requirements:

• Degree holder or above, with minimum 5 years' experience in handling investment portfolio of affluent customers
• Passes in MPF, Insurance, Securities and Futures Intermediaries Examinations are required (Qualified under SFO for handling Regulated Activities Types 1 & 4)
• Professional qualification of ARWP is an advantage
• ECF achievement is the definite advantage

Candidates with more experience will be considered as Senior Customer Relationship Manager.

"Data held by the Bank relating to employment applications will be kept confidential and used only for consideration of applications. The bank may also refer suitable applicants to other vacancies within the Group. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise. A copy of Personal Information Collection Statement is available upon request."