Promote insurance and investment products for the Small to Medium business customers.
Achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Small Business customers within acceptable risk parameters.
Contribute toward achieving the team’s overall target and delivering optimal portfolio return.
Collaborate and build effective partnerships with other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, colleagues in Client Due Diligence, and partners in Risk, Compliance, other support functions, and Product.
Minimum 5 years of relevant experience in serving Business, Commercial and Corporate clients.
Experience servicing cross-border international businesses.
Proven track record in client relationship management and business development.
Demonstrates strong understanding of accounting principles, financial modelling, and financial statement analysis.
Obtain relevant licenses, including Insurance Authority Technical Representative (IA TR), and Hong Kong Monetary Authority Relevant Individual (HKMA RI)
Sound product knowledge on trade, cash, lending, and FX.
Strong understanding of local industries, supply and value chains, and market environment.
Knowledge of operational procedures, documentation requirements, banking practices and regulations related to SME Banking.
Strong understanding in business guidelines and compliance issues.
Sound knowledge of financial markets and investment products.
Outstanding communication and presentation skills.
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusiv
經驗要求：Entry level
連接業內人士以了解更多資訊（團隊情況、面試重點、申請建議）。
要求
Promote insurance and investment products for the Small to Medium business customers.
Achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Small Business customers within acceptable risk parameters.
Contribute toward achieving the team’s overall target and delivering optimal portfolio return.
Collaborate and build effective partnerships with other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, colleagues in Client Due Diligence, and partners in Risk, Compliance, other support functions, and Product.
Minimum 5 years of relevant experience in serving Business, Commercial and Corporate clients.
Experience servicing cross-border international businesses.
Proven track record in client relationship management and business development.
Demonstrates strong understanding of accounting principles, financial modelling, and financial statement analysis.
Obtain relevant licenses, including Insurance Authority Technical Representative (IA TR), and Hong Kong Monetary Authority Relevant Individual (HKMA RI)
Sound product knowledge on trade, cash, lending, and FX.
Strong understanding of local industries, supply and value chains, and market environment.
Knowledge of operational procedures, documentation requirements, banking practices and regulations related to SME Banking.
Strong understanding in business guidelines and compliance issues.
Sound knowledge of financial markets and investment products.
Outstanding communication and presentation skills.
