Virtual Relationship Manager/26K UP(Welcome Insurance agent/securities officer)

WallStone Partners

  • 香港
  • 長期
  • 全職
  • 20天前
WallStone Partners has been dedicated to excellence in providing executive search consulting to the international companies based in operating from Hong Kong & Asia. Our reputation is based on our successful track record, creative and consultative approach, and commitment to quality, integrity and professionalism as well as an ability to develop enduring, effective working relationships.Our client is a top leading bank, and they are seeking the right candidates for the position of Virtual Relationship Manager from all levels to join their banking teams.*Welcome Insurance agent, Broker Sales or Securities Sales with one-year closing experiences to apply.Responsibilities:Manage relationship with the customersAcquire, develop and retain relationships with a portfolio of customersHelp clients to articulate their needs, and deliver to exceed client expectationsKnow clients on a personal and professional level to understand their short and long term financial goalsProvide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservationAchieve agreed key performance indicator objectives and profit growth through the development of existing and new customers relationshipsIncrease client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partnersRequirements:At least 1 year Insurance or Investment sales experience.Passed IIQE paper 1, 2, 3 and HKSI 1,7,8 is a must.Strong knowledge for Investment, Global Market, Insurance product.Prefer in university degree or above.Fluent Chinese, English and Putonghua in Written and speaking.*Interested parties, please click on below button Apply Now. For a confidential discussion, please contact Jacky Leow at 2110 0520 / 9252 8775

CTgoodjobs