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Retail Distribution
the bank's Retail Distribution focuses on personal wealth management and financial services.
Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers.
With around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are currently seeking a high caliber professional to join our team as Customer Relationship Manager (Cross-boundary)
Principal responsibilities
Provide financial planning services to high-net-worth, mainlander and offshore customers
Provide personalized service for these segment customers to build and maintain good relationships
Promote investment, insurance and banking products for optimizing 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
Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
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Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
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
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
Experience in handling offshore and mainlander segment will be an advantage
Strong sales and customer orientation, with good communication and interpersonal skills
Strong self-motivation and ability to work under pressure
High proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantage
Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred\
