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Career Opportunity

Citigold Relationship Manager, Consumer Banking

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18065291

Description


  • Build and deepen relationship with affluent segment customers through delivering superior customer experience when handling product enquiries, financial transactions and operations
  • Introduce a wide range of banking and investment products to help the customers in building an effective portfolio that meets their financial needs
  • With the support of investment experts, offer proactive and personalized financial services to the affluent segment customers
  • Perform regular customer contact and portfolio review
  • Achieve individual’s and team’s sales targets
  • Comply with established policies and procedures to safeguard both bank’s and customers’ assets

Qualifications


  • At least 2 years relationship management experience in retail banking field
  • University degree preferred
  • Passed HKSI LE paper 1, 7 and 8 and IIQE paper 1, 2, 3 and 5 or equivalent 
  • Sound knowledge of banking and investment products, financial market and economic trends
  • Excellent communication, relationship building and proactive selling skills
  • Good command of English, Cantonese and Mandarin