Responsibilities

• Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections
• Identify customer needs through financial analysis and wealth management solutions to enhance customer experience
• Collaborate with experienced product specialists in offering professional advice to meet the customers’ investment goals and needs
• Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions

Requirements

• Degree holder in related disciplines
• Minimum 1 year of sales experience in investment and insurance products in Consumer Banking
• Qualified to carry out Insurance and Investment regulated activities is a must
• Sound knowledge of banking, wealth management and insurance products including equities, unit trust, bonds and treasury products
• Strong business acumen, able to analyze and interpret business and financial data
• Self-starter with a tenacity to succeed, and a flair for selling
• Customer-focused, with excellent communication and interpersonal skills

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***welcome HONG KONG RESIDENCE / DEPENDANT VISA / IANG VISA HOLDER ***

Interested candidates please submit application by clicking Apply Now

For enquiries: (歡迎電聯查詢): 2839 6195 / 9380 5261 Mr. Cheng

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