Career Opportunities in Asia

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Relationship Manager, Analyst, Manager

Experience in Investments sales in Priority/Priviledge Banking with Citibank, UOB, and HSBC banks.

Work Preferences

Desired Salary
15000 RMB Negotiable per month  
Availability
4 Weeks  
Desired Job Type
Full Time  
Can Travel for Work
A Lot  
Highest Education Level
Bachelor Degree  
Current Location
Dalian  
Relocation
Will Consider Relocation to;
 
Beijing
Guangzhou
Shanghai
Residency / Visa
I Require Sponsorship

Skills and Experience

Category Yrs. Exp. Until
Architecture / Interior Design Interior Designers 3 2002  
Banking / Finance Client Services 5 2007  
  Financial Planning 5 2007  
  Financial Services 5 2007  
  Insurance 5 2007  
  Loans 5 2007  
  Mortgages / Lending 5 2007  
  Retail / Consumer Banking 5 2007  
  Securities - Equities / Capital Markets 3 2007  
Education & Childcare Lecturer / Professor 3 2002  

Employment History

Job Title
Relationship Manager
Industry
Financial Services
11/2006 to 12/2007

Generate Sales and to provide after-sales services to Effluent segment customers thru Relationship Management by giving continuing advices, consultation through performing Know Your Client ("KYC") and Need Based Analysis for Dual Currency Investment, Tower Deposit, Insurances, Securities, Unit Trust, Bonds, Funds, Structured Notes, Structure Deposit, FX, FX Options, Currency Options, Equity Linked Notes, Time Deposit, and any other related Personal Banking Products (Credit Card, Account Opening etc) and Financial Services through Walk-In Customers, Tele-consulting.

 

 
Job Title
Personal Banker
Industry
Financial Services
04/2005 to 11/2006

Generate Sales from inception to completion and to provide after-sales services to Mass segment and 1-2-1(Priority) customers by giving advices, consultation through Fact Find (My Wealth Planner), as well as to perform Know Your Client (“KYC”) for Insurances, Unit Trust, Funds, Mortgage Loan, Structure Deposit, Time Deposit, and any other related Personal Banking Products (Credit Card, Account Opening etc) and Financial Services through Walk-In Customers, Tele-consulting, and Road-Shows. (To perform weekend duty at the Roadshows and as required)

Qualifications

Completed Institution Degree / Qualification
2005 California Coast University Bachelor of Science in Business Administration  

Work Related Training & Certification

Completed Institution Training / Certification
2007 Institute of Banking and Finance CMFAS Module 1  
2005 Singapore College of Insurance CMFAS Module 5, 9  
2005 Singapore College of Insurance Certificate in Health Insurance  
2005 Singapore College of Insurance Certificate in Personal General Insurance  
1999 MasterSkill, The IRI Group Organizational Effectiveness and Leadership Course