Relationship Manager, Cross Border Business Cross Border Wealth Management

Bauer Kaiser & Co Limited·Human Resources Management / Consultancy

HK work visa available
No experience limit
No degree required
5 days per week
High commission with base salary
HK $35K-53K/Month
Job Description

Responsibilities:

  • Explore cross-border business opportunities which facilitate customer acquisition for the segment of Mainland customers; fulfill customer banking / financial needs by providing professional and exceptional customer service,

  • Provide financial solutions to cross-border customers to achieve business targets on wealth management (investment & insurance),

  • Identify cross-border customer needs through financial analysis and portfolio review, and

  • Cultivate long-term relationship with cross-border customers and explore new business opportunities through marketing and cross-selling bank products and services

Requirements:

  • Degree holder with at least 2 years sales experience in consumer banking field,

  • Experience in handling cross border business,

  • Sound knowledge towards investment market and various banking products,

  • Sales and customer-oriented with good communication skills,

  • With strong people network in Mainland China,

  • Ability to communicate with Chinese financial institution independently, and

  • Proficient in both spoken and written English and Chinese, fluent in Putonghua is a must.

Responsibilities and scope:

  • ExcavationCross-border business opportunities, assist in expanding and acquiring mainland customers, meet their banking and financial needs, and strive to provideProfessional and high-quality customer service ;

  • Provide cross-border customersWealth Management Solution(including investment and insurance products), to achieve relevant business objectives;

  • Pass throughFinancial analysis and investment portfolio review, in-depth understanding of customers’ cross-border wealth management needs;

  • Establish relationships with cross-border customersLong-term stable relationships, and through market promotion and cross-selling of bank products and services, expand more business opportunities.

Entry Requirements:

  • Hold a university degree and be qualifiedAt least two years of retail bank sales experience ;

  • Familiar with handlingCross-border banking business ;

  • Have a good understanding of the investment market and various bank products;

  • HaveSales-oriented thinkingAnd goodCommunication skills, customer-oriented;

  • HavePreference will be given to those who have completed the course;

  • CanIndependent communication and coordination with Chinese financial institutions ;

  • Proficient in writing and conversing in Chinese and English, andMust be fluent in Mandarin.

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Online Banking
Banking Products
Credit Management
Banking Sales
Retail Banking
English
Cantonese
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Simon Lee
Bauer Kaiser & Co Limited·Bauer Kaiser & Co Ltd
Active within 3 days
Company Overview
About Us Looking for top-talent, Bauer Kaiser partners with Hong Kong’s leading banking institutions and multi-national corporations. Bauer Kaiser is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives in the Banking and Finance, Insurance, Consulting and Information Technology industry. Our team of consultants have worked in financial institutions and multinational corporations. Therefore, we have thorough understanding of the sectors we specialize in and are able to effectively source and select the most suitable executives for our clients. Our consultants have on average 5 years of search firm experience, and have forged long-term relationships with their clients. Therefore, we know our clients and their businesses very well and are able to recommend the most suitable positions for our candidates. We strive to be your most trusted and reliable HR Partner. You can always come to us for your resourcing needs, advice or simply market information.
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