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Careers

Relationship Managers

Office Location:
Shenzhen, Fuzhou, Shaoxing, Yixing, Quanzhou, Taizhou, Wuxi, Zhongshan, Nanhai, Cixi, Kunshan, Xiaoshan.
Number of Positions: Several
Experience: At least 2 years of relevant experience required
Education Background: Bachelor Degree
Responsibilities:
1.  Develop a thorough understanding of the financial needs of the high-net worth (HNW) private customers, help clients formulate asset allocation strategies and provide recommendations of innovative financial solutions.
2.  Leverage various channels to target and canvass select potential clients.
3. Assist to upgrade the client conversion rate through the execution of different activities, such as financial [roundtables and teach-in sessions] and financial lectures.
4. Continually follow up and offer professional financial consultation services to clients.
Job requirements:
General requirements:
1. Major in marketing; four-year Bachelor's degree or equivalent.
2. Prefer candidates to be hold securities, insurance or financial planner certifications.
3. Have specialized financial knowledge, familiar with investment markets at home and abroad, maintain independent ideas about the industry.
4. Possess more than 3-years’ work experience and currently serve as customer manager of personal finance dept. in a bank or as a securities broker.
5. Prefer candidates that possess client resources and sales experience.
Capacity Requirements:
1. Good communication and comprehension skills.
2. Able to work under pressure.
3. Ability to think, analyze and judge independently.