CITICfirst Relationship Manager (Branch)
China CITIC Bank International(1 month ago)
About this role
A Wealth Management Relationship Officer at a retail bank in Hong Kong serving affluent and premier customers. The role focuses on representing the bank’s wealth management business within branch networks and acting as a trusted advisor to customers to support their financial needs and objectives.
Required Skills
- Sales
- Marketing
- Wealth Management
- Customer Service
- Compliance
- Risk Assessment
- Relationship Management
- Communication
Qualifications
- Secondary Education
- Business Degree (preferred)
- IIQAS
- SFC Licenses
- CFP
- CFA
- HKRFP
- HKMA ECF (RWM) Core/Professional
- Insurance License
About China CITIC Bank International
cncbinternational.comN/A
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