(bank) Cross Border Customer Manager, Cross Border Relationship Manager (HKD35k-50k+)

Welcome mainland bank customer relationship manager application

Responsibilities:

• Expand domestic customer resources

• Provide financial planning services to high net worth clients

• Provide personalized services to this customer group to build and maintain good customer relationships

• Promote investment, insurance and banking products to optimize new business opportunities

• Manage operational risks and comply with relevant policies/guidelines and regulatory requirements

Requirements:

• At least 3 years or more of banking or financial industry sales experience

• Applicants with customer resources will be given priority (Business Plan required)

• Preference will be given to those with IIQE certificates 1, 2, 3 and HKSI certificates 1, 7, 8 (non-essential condition, to be obtained before employment)

• Preference will be given to those with a university or bachelor’s degree or a finance-related degree

• Proficient in English, Cantonese and Mandarin fluency is preferred

If you are working in the banking or financial industry in the mainland, you can consult or understand me