Relationship Manager – Wealth Management Job in 銀行及保險 in 所有澳門特別行政區地區 - Job Description
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職位內容
 
公司名稱:
滙業銀行 BANCO DELTA ASIA, S.A
滙業銀行(前身為澳門恆生銀行)於1935年在澳門成立,是滙業財經集團的旗艦公司,將邁向90年歷史。時至今日,滙業銀行已發展成為現代化綜合金融機構,以投資銀行及私人銀行業務為重心,配合商業銀行和全面的產險及壽險業務,為澳門社區及中小企業提供專業的銀行服務。
滙業財經集團亦在香港設立公司,專營證券買賣、財富管理及保險銷售,更在廣州設有諮詢公司,致力為中、港、澳的企業及個人客戶,提供各項優質的金融服務。
滙業銀行秉承「以人為本」的經營理念,視每位員工為重要資產,竭力推廣關愛員工文化,我們為員工提供具活力的工作環境,良好的職途發展機會,全面性的專業訓練,以及具競爭力的薪酬及福利計劃。
Relationship Manager – Wealth Management
誠信‧專業‧創富‧增值
Responsibilities
Implement business plans to achieve sales targets and business growth
Solicit new business and build long-term relationship with clients
Engage in the end to end banking & wealth management service which includes customer needs identification, solution recommendations, application fulfillment and follow up
Provide professional advice with a wide spectrum of wealth management solutions to clients and identify cross-selling investment products and life insurance and other wealth management business opportunities
Plan, organize and implement promotion campaign to improve client engagement
Ensure the selling processes and activities are in compliance with internal policies, procedure and all applicable regulatory guidelines
Requirements
Degree holder in BA, finance or related discipline
5+ years of relevant experience with proven track record
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Energetic and outgoing with enthusiasm in achieving goals
Excellent communication, interpersonal and relationship building skills
Good command of spoken and written English, Cantonese and Mandarin
Candidates with more experience will be considered as “Senior Relationship Manager”
We offer
competitive remuneration and fringe benefits
to the right candidate. Interested parties please email your full resume with availability, recent photo, current and expected salary to
bdajob@delta-asia.com
Our company website:
www.delta-asia.com
All information provided will be treated in strict confidence and only be used for recruitment purpose.
職位要求
職位階級
中級管理層
地點
所有澳門特別行政區地區, 澳門特別行政區
工作經驗要求
最低/少 五年工作經驗
教育程度
學士學位
行業
銀行及金融服務業
職位種類
銀行及保險 (銀行)
銀行及保險 (保險)
銀行及保險 (其他金融服務)
張貼日期
17/12/2024
 
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