Relationship Manager, Priority Banking
Bank of East Asia Hong Kong Full-time
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About this role
Manage and grow a portfolio of priority banking customers at BEA, providing premium banking and wealth management services.
Responsibilities
- Manage a portfolio of priority banking customers and provide comprehensive financial planning services. Promote and sell deposits, investments, insurance and lending products. Conduct regular customer reviews and provide proactive advisory. Achieve AUM growth and revenue targets. Acquire new priority banking customers through referrals.
Requirements
- Minimum 3 years retail banking or wealth management experience. SFC Type 1 licensing required. IIQE Paper 1, 3 and 5 required. Strong customer relationship and sales skills. Cantonese and English proficiency required.
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