Our Client:
Our client, a prominent banking institution, is seeking talented individuals to join their team, offering innovative financial solutions and exceptional customer service.
Job Responsibilities:
- Enhance and manage relationships with existing and prospective clients to achieve business targets.
- Develop new business opportunities and deepen relationships within the identified market segment.
- Assist relationship managers in managing customer portfolios and resolving client issues.
- Implement business plans and marketing strategies for wealth management with branch managers.
- Provide tailored advice and post-sales services to high-net-worth clients.
Job Requirements:
- Degree holder with IIQE Paper 1, 3, and 5 passes.
- Minimum 3 years of relevant experience in insurance or banking with a proven financial planning record.
- Excellent time management and strong communication skills.
- Proven ability in customer selling and relationship building with branch staff.
- Proficient in MS Office and fluent in written and spoken English and Chinese.