Customer Relationship Manager

Hong Kong
Commercial – Business Development /
Full-time /
Our client, who is a financial institution based in Hong Kong, is currently in search of Customer Relationship Manager

What You Will Do

    • Provide financial guidance to affluent clients, both domestic and international
    • Offer customized service to this client group, fostering and preserving positive relationships
    • Advocate for investment, insurance, and banking products to maximize new business potential
    • Control operational risks and adhere to relevant policies/guidelines and compliance requirements

What You Will Need

    • Successful completion of the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
    • Meet the competency requirements for relevant regulated activities as outlined in the Securities and Futures Ordinance
    • At least 1 year of experience in direct selling of investment or life insurance
    • Excellent written and verbal skills in both Cantonese and English
    • Strong sales and customer focus, with solid communication and interpersonal skills
    • Desired Qualifications
    • Degree-level education is beneficial
    • HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus related work experience
    • Experience working with international and mainland clientele is a plus
    • High self-motivation and ability to perform well under pressure
    • Proficient in written and spoken Mandarin
    • Candidates with more than 5 years of relevant experience may be considered for the position of Executive Customer Relationship Manager
    • Candidates with more than 7 years of relevant experience may be considered for the role of Prestige Private Customer Relationship Manager