Channel Wealth Relationship Manager

Our bank client looking for the professionals as below:

• Champion the one-stop banking services for banking customers include business banking

• Explore and develop long-term banking relationships with customers

• Identify existing and prospective customers' needs of financial services, including both products & services

• Influence and facilitate working-partners to refer and cross-offerpotential business opportunities for sustainable business growth

• Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team

Requirements

• University degree or equivalent, with qualifications in IIQE, HKSI & MPF, CFPCM will be preferred

• Sound knowledge and at least 2 years' solid experiences in retail banking products & services, including but not limited to full-fledged investment and insurance products, knowledge and experiences in corporate banking products & services a definite advantage

• Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth

• Highly sensitive to customers' needs, able to provide quality services in exploring and consolidating long term banking relationships among personal and corporate customers

• Good command of both verbal and written English and Chinese, Putonghua a definite plus