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Relationship Manager, Retail Bank (Welcome Insurance Agent)

Job description


  • Develop and maintain relationships with clients
  • Analyze client financial information to make decisions regarding lending and other financial products
  • Grow client base, identify opportunities for new business and cross-selling products and services
  • Meet or exceed sales targets and KPIs


  • University graduate
  • Insurance agent, green zone sales & broker are welcome
  • Minimum of 1 year of experience in banking
  • HKSI and IIQE Qualifications
  • Sales driven and good at communications
  • Proficient in both English and Chinese, knowledge of Putonghua will be an advantage

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