Retail Banking- Virtual Relationship Manager/ RM Assistant 25-30k

Our client is a top leading bank, and they are seeking the right candidates for the position of Virtual Relationship Manager from all levels to join their banking teams

*Welcome insurance agent/ broker, securities Officer to apply

Responsibilities:

• Responsible for new account opening

• Manage relationship with the customers

• Acquire, develop and retain relationships with a portfolio of customers

• Help clients to articulate their needs, and deliver to exceed client expectations

• Know clients on a personal and professional level to understand their short- and long-term financial goals

• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation

• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new customers relationships

• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners

Requirements:

• At least 1 year Insurance or Investment sales experience.

• Passed IIQE paper 1, 2, 3

• Strong knowledge for Investment, Global Market, Insurance product.

• Prefer in university degree or above.

• Fluent Chinese, English and Putonghua in Written and speaking.