Job Description

This role is an individual contributor who will focus on Affluent to High-net-worth bank customers. Scope of RM will be serving and maintaining customer relationships to support Banca business objectives.

Main Responsibilities:

• Consolidate daily tracking report of the sales team
• Deliver sales target as assigned by the line manager
• Providing life insurance solutions to Banks clients
• Work closely with Bank Relationship Manager and provide innovative product solutions to address client's protection, and long-term financial needs
• Responsible for developing, managing, and retaining client relationships with affluent and high-net-worth individuals

Main Requirements:

• Bachelors degree in marketing, business, finance or a related field
• 2 – 4 years sales/ customer relation experiences in banking/financial industry
• Good English and Chinese languages
• Computer skills (Microsoft Word, Excel, PowerPoint; Internet & Email-Outlook).
• Good personality, commitment, self-driven and self-motivation.
• Be able to do public speaking/presentation
• Strong Relationship Management capabilities with sound sales and negotiation skills.