Motiva Consulting Limited

Customer Relationship Manager

Motiva Consulting Limited
Salary provided
Posted on 25 Sep 2020

Customer Relationship Manager

Motiva Consulting Limited

Job Highlights

  • IIQE1,2,3
  • Strong Insurance Experience
  • Good communication skill

Job Description

Responsibilities:

  • Provide financial planning services to high-net-worth customers
  • Provide personalised service for this segment of customers to build and maintain good relationships
  • Promote investment, insurance and banking products for optimising new business opportunities
  • Manage operational risk and observe the relevant policies /guidelines and compliance requirements


Requirements:

  • University level education is an advantage OR
  • 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
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of two years' experience in selling investment, insurance and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Additional Information

Career Level
Not Specified
Qualification
Not Specified
Years of Experience
Not Specified
Job Type
Full Time

Additional Company Information