Relationship Manager, Investment & Insurance Services

Responsibilities:

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

• Identify customer needs through financial analysis and portfolio review

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

Requirements:

• Degree holder in Business/Finance or related discipline, professional qualification of ECF-RWM is preferred

• Minimum 3 years of sales experience in promoting the full range of wealth management products including both investment and insurance products

• Qualified individual to carry out regulated activities in insurance and investment

• Self-motivated, customer-centric and able to work under pressure

• Strong interpersonal, relationship management and communication skills

• Good command of spoken and written English and Chinese, including Putonghua

The employment is subject to Mandatory Reference Checking Scheme. For details, please refer to (Mandatory Reference Checking Scheme Phase 2| The Hong Kong Association of Banks) .

We offer competitive remuneration commensurate with candidate’s background. If you look for a friendly and harmonious working environment with steady career progression, here is the right opportunity for you. Please submit your full resume with current and expected salary to the Human Resources Division by clicking "QUICK APPLY" or visiting https://www.shacombank.com.hk/eng/about/career/Career.jsp.

We are an equal opportunity employer.

Applicants who are not contacted within 8 weeks may consider their application unsuccessful. Applications may be retained for 24 months for consideration of other suitable openings.

All personal data collected will be used for recruitment related purposes strictly in accordance with the Bank's personal data policies, a copy of which will be provided upon request by contacting our Personal Data ComplianceOfficer.