Customer Relationship Manager (Bank)

*** Key Responsibilities ***  - Provide financial planning services to high-net-worth, mainlander and offshore customers  - Provide personalized service for these segment customers to build and maintain good relationships  - Promote investment, insurance and banking products for optimizing new business opportunities  - Manage operational risk and observe the relevant policies /guidelines and compliance requirements Requirements *** Key Requirements *** Must-have  - Passes in the Insurance Intermediaries Qualifying Examinations Paper 123 AND Hong Kong Securities Institute Licensing Examinations Paper 178  - Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance  - Minimum 2 years of experience in direct selling investment or life insurance  - Strong proficiency in written and verbal Cantonese and English  - Strong sales and customer orientation, with good communication and interpersonal skills   Good-to-have  - University level education is an advantage  - HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience  - Experience in handling offshore and mainlander segment will be an advantage  - Strong self-motivation and ability to work under pressure  - Good command of written and verbal Mandarin  - Candidates with 5+ years of relevant experience will be considered as Executive Customer Relationship Manager  - Candidates with 7+ years of relevant experience will be considered as Prestige Private Customer Relationship Manager Benefits ***Key Selling Points***  - Fast track career path advancement  - Top-tiered Hong Kong local bank  - Strong client base with excellent exposure - Working location: to be determined after training  - Birthday Leave  - Staff Mortgage upon completion of 6-month probation  - Medical Insurance  - Maternity Leave