Relationship Manager
Dah Sing Bank
Hong Kong

Job Purpose :

To provide excellent service to customers to satisfy customers’ wealth management needs through proactive business solicitation and relationship building

Main Responsibilities :

  • Introduce, demonstrate and cross-sell mainly for wealth management products and services and mortgage loan to customers
  • Enhance and deepen customer relationship through the execution of proactive relationship building and selling activities
  • Address customer needs through cross-selling on need basis and if necessary, make referrals as appropriate
  • Promote and cross-sell products mainly on wealth management products
  • Require to achieve the predetermined sales goals in view of increased customer demand and keen market competition
  • Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
  • Work with product specialists where appropriate to provide services to customers
  • Conduct operational procedures in a compliant manner by following the Bank’s policy and procedures
  • Incumbent Requirements :

  • University degree with 1 year or secondary education with 3 years experience in selling insurance & investment products
  • IIQE paper 1, 2 & 3 and HKSI paper 1, 7 & 8
  • Good command of written and spoken English and Chinese
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