About the role
FinEx AI summary
Proactively source new business and recommend banking products tailored to client needs, delivering strong customer service. Perform risk assessment when opening accounts and foster an efficient, customer-centric branch environment. Suitable for graduates with sales experience and required licenses.
Core skills Sales Banking Products Customer Service Risk Assessment Interpersonal Skills Communication Skills
Role details
Work style On-Site
Posted 23 Oct 2026
Sales
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Relationship Manager, Middle Market, SME Banking
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Senior Insurance Specialist
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Sales
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客户经理岗（金葵花）- 私人财富管理部
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