Establish and strengthen the relationships with high-net-worth customers, identify and fulfil their investment needs by providing thorough financial analysis;
Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank.
Requirements:
Bachelor's degree or above in Business or related disciplines;
At least 2 years of sales experience in consumer banking field;
Sound knowledge towards investment market and various banking products;
Sales and customer-oriented with good communication skills;
Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 and MPF Intermediaries Examination is a must;
CFPCM / CFMP / ECF - RWM is preferred;
Proficiency in both written and spoken English, Chinese and Putonghua;
This position is subject to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA);
Candidate with less experience will be considered as Assistant Customer Relationship Manager, Wealth Management.