Chasseur

<b><u>Relationship Manager (Retail banking)</u></b><br><br>Responsibilities<br><br>Provide investment and insurance services to high net worth clients in branch<br>Maintain close relationships with clients<br>Cooperate with specialist to give advice to clients<br>Meet the compliance requirement<br>Requirements<br><br>Degree or above with major in Business Administration, Finance, or related disciplines<br>Min 1-2 years of relevant experience in retail banking or related experience in investment and insurance selling<br>IIQE 1,2,3 and HKSI 1,7,8<br>Good command in both Chinese and English<br>Candidate with less experience will be considered as Assistant Relationship Manager<br> <br><br><b><u>Private Bank Relationship Manager</u></b><br><br>Responsibilities<br><br>Provide excellent service to ultra high net worth clients;<br>Performing and executing a broad range of banking and investment transactions for Private Banking clients;<br>Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.<br>Requirements<br><br>Degree or above with major in Business Administration, Finance, or related disciplines<br>Min 8 years of relevant experience in retail banking or related experience in investment and insurance selling<br> <br><br><b><u>Insurance Specialist</u></b><br><br>Responsibilities<br><br>Collaborate with RMs in Branch to provide insurance planning services to customer<br>Maintain good relationship with existing customer and develop potential client base<br>Engage appointments to cross-sell insurance products and close deals<br>Comply with Banking policies and procedures.<br>Requirement<br><br>At least 3 years relevant experience<br>Extensive knowledge on insurance products and services<br>Good communication, interpersonal and selling skills<br>Passed IIQE Paper 1, 2, 3<br>Fluent mandarin speaking is definitely an advantage <br>Job summary<br>Our clients are currently seeking candidates for the Retail/Private Bank positions.<br><br>