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Wealth Management Manager

Keywords / Skills : Finance, Banking, Management, Planning

1 - 5 years
Posted: 2018-11-21

Industry
Banking/ Financial Services
Any
Function
Banking, Insurance & Financial Services
Role
Relationship manager
Education
Bachelors
Degree
Masters
Post Graduate
Salary
18000 - 30000 HKD
Posted On
21st Nov 2018
Job Description
-Manage a portfolio of commercial clients who need financial services and customized products to meet their financial needs

-Prospect and generate new business by focusing on enhancing existing relationships, and identifying opportunities for uptiering

-Interview prospective clients to collect information concerning their business needs, desires, abilities, and earnings to determine the business opportunities

-Use analytical skills and knowledge of credit policies required to evaluate the financial condition of the clients, make credit recommendations for Management approval

Requirements:

-Degree holder with 1 years of working experience

-Strong analysis skills

-Excellent relationship management, communication and interpersonal skills

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

-Excellent command of spoken and written English and Chinese, including Putonghua

-Proficient in MS Office applications including Chinese word processing

About Company

AIA International Limited. (AIA) operates through a strong and professional agency force in Hong Kong and Macau. The company offers a comprehensive product line, including individual life, group life and medical, credit life and accident & health insurance together with a range of financial services.
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