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Relationship Manager (Banking & Finance)Nippon Wealth Limited
  • Others
  • Salary provided
  • Posted on 21 Oct 2019
Relationship Manager (Banking & Finance)Nippon Wealth Limited

Job Highlights

  • Wealth Management
  • Good Career Path
  • Attractive Salary Package

Job Description

Responsibilities:

  • Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business
  • Bring in new clients, responsible for HNW individual accounts
  • Deepen client relationships and improve income generation through focused business development activities (i.e. Investment & Insurance)
  • Manage the total wealth of your clients and provide professional wealth management solutions to customers and understand customers’ financial needs
  • Ensure the selling processes are in compliance with the Bank’s and regulator’s policies and guidelines.

Requirements:

  • Degree holder or above (IANG is preferable), possess recognized licenses (IIQE & HKSI)
  • Minimum of 4 years’ experience in handling investment portfolio of affluent customers
  • Strong sales and customer service orientation, with self-motivation and ability to work under pressure
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Mature and independent mindset, able to work effectively under pressure
  • Well-planned, strong analytical skills and solid track record in developing relationships with customers
  • Familiar with banking operations and related policies, legal and regulatory requirements
  • Proficiency in both English and Cantonese, fluency in Putonghua is an advantage

 

Salary offer is subject to relevant working experience and qualification.

 

Please state your current salary and expected salary in your CV/Resume.

Additional Information

Career Level

Not Specified

Qualification

Not Specified

Years of Experience

4 years

Employment Type

Full Time, Permanent

Company Overview

NWB is a newly- born restricted licence bank established in 2015 and provides wealth management services mainly to Japanese clients living in Asia. The main focus of our business is to provide investment products such as bonds, funds, and insurance and annuity products.

Additional Company Information

Industry

Benefits & Others

Dental insurance, Double pay, Five-day work week, Life insurance, Medical insurance, Performance bonus