
Senior / Relationship Manager, Branches
5 days ago
1 year exp
**Roles & Responsibilities**
**_
Job Description_**
- Detailed wealth planning for retail customers
- Bridging customers’ financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortgages through customers’ needs-based profiling
- Proactively manage and build customer relationships
- Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments
**_Requirements_**
- A recognised University Degree or professional qualifications
- At least 1 year of experience in banking wealth planning
- Necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 1B, 5, 6, 6A, 8, 8A, 9, 9A and Health Insurance
- Effectively bilingual in English and Chinese so as to communicate with Chinese-speaking customers
A Foreign Bank, established in China
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