Relationship Manager
China CITIC Bank International(1 month ago)
About this role
A Retail Relationship Manager II based in Hong Kong serving branch retail customers with a focus on financial planning and wealth management. The role represents the bank in branch-based retail operations, supporting business objectives and maintaining high standards of customer service and satisfaction.
Required Skills
- Sales
- Customer Service
- Financial Planning
- Cross-Selling
- Relationship Management
- Client Acquisition
- Communication
- AML Compliance
- Product Knowledge
- Branch Sales
Qualifications
- Secondary Education
- Degree in Business Administration (Preferred)
- IIQAS
- SFC Qualifications (Advantage)
- CFP
- CFA
- HKRFP
- HKMA ECF (Core or Professional) on Retail Wealth Management
- Insurance License
- Investment License (Preferred)
About China CITIC Bank International
cncbinternational.comN/A
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