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Customer relationship manager

Hong Kong
Bank Of Communications

Published on www.allthetopbananas.com 17 Jan 2025

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. #J-18808-Ljbffr
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