Relationship Manager, Retail Banking (I&I)

About the Company:

• A market-leading Taiwanese Bank

About the Job:

• Design customized wealth management solutions for clients with key focus on investment & insurance products. 
• Conduct regular financial analysis and portfolio reviews to maintain and strengthen client relationships.
• Collaborate with colleagues and internal teams to drive cross-selling initiatives and achieve business objectives.

Requirement & Qualification:

• University graduate, preferably with ECF-RWM.
• 2+ years of Sales experience in Wealth Management solution with key focus on Investment & Insurance products. 
• Be mature and self-motivated to work in a fast-paced environment.
• Excellent interpersonal, analytical and problem-solving skills. 
• Candidates with less experience will be considered as Assistant Relationship Managers / Relationship Officers. 

For application / confidential discussion, please contact Keith Kwan on +852 9353-5589 or email: keith.kwan@ipsgroupasia.com.