Customer Relationship Manager （Bank）

Classify HR Solutions Limited; Hong Kong; In loco; HKD 360.000 - 600.000; Tempo pieno

Descrizione del lavoro

Classify HR Solutions Limited in Hong Kong is seeking a Client Relationship Manager to deliver tailored financial planning services to high-net-worth clients and to nurture enduring relationships.

You will promote investment, insurance and banking products, uphold regulatory standards, drive new business opportunities, and work in a fast-paced agile environment to build trust and sustainable income.

Competenze

• Minimum of two years' experience in selling investment, insurance and banking products.
• Proficiency in English and Chinese; Putonghua is an advantage.
• Strong sales orientation and customer-focused mindset.
• Ability to work under pressure and in an Agile environment.
• Regulatory qualifications preferred (ARWP/CRWP optional).

Mansioni

• Provide financial planning services to high-net-worth customers.
• Promote investment, insurance and banking products to optimise new business opportunities.
• Manage operational risk and observe compliance requirements.
• Build and maintain good relationships with clients.
• Respond to client needs with professional, ethical advice.

Conoscenze

Sales orientation

Communication skills

Interpersonal skills

English/Chinese bilingual

Putonghua a plus

Formazione

University degree advantageous

HKCEE/HKDSE passes incl. Chinese/Math or English/Math at Grade E/Level 2+

Descrizione del lavoro

Provide financial planning services to high-net-worth customers

Provide personalised service for this segment of customers to build and maintain good relationships

Promote investment, insurance and banking products for optimising new business opportunities

Manage operational risk and observe the relevant policies /guidelines and compliance requirements

Requirements

University level education is an advantage OR

HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience

Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations

Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred

Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance

Minimum of two years' experience in selling investment, insurance and banking products

Strong sales and customer orientation, with good communication and interpersonal skills

Strong self-motivation and ability to work under pressure

Proficiency in both English and Chinese, with proficiency in Putonghua an advantage

High level of customer centricity mindset and ability to manage complex interactions effectively

Shown strong situation awareness, strong desire to learn and able to work in Agile environment

Be curious and with passion to think deeply and rationally

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Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as a Client Relationship Manager?
• What is your highest level of education?

What can I earn as a Client Relationship Manager