Bank- General Banking Officer

1 day ago


Hong Kong Island, Hong Kong SAR China PURSUIT CONSULTANCY LIMITED Full time

Bank- General Banking Officer / Personal Banking Manager (22-32k) Responsible for account opening and promote general banking products (including insurance, deposit or mortgage etc.) Conduct customer portfolio analysis to identify business opportunities Achieve the sales target by collaborating with colleagues to conduct pre-case study, share sales tactics on bank products and carry out joint-call activities proactively Provide financial solutions to customers to achieve business targets on wealth management Cultivate long-term relationship with customers and explore new business opportunities through marketing and cross-selling bank products and services Requirements: HKCEE /HKALE/ HKDSE holders Passes in IIQE Paper 1, 2 and 3 is a must Passes in HKSI Paper 1,7 and 8 is an advantage At least 6-mth of insurance selling experience Proficient in both spoken and written English and Chinese, knowledge of Mandarin will be an advantage Insurance agents with half year of insurance selling experience will also be considered Insurance agents with more than 1 year of experience AND passed in HKSI + IIQE will be considered as junior Relationship Managers/Insurance specialist (with offer up to 35k) Experienced Candidates will be considered as Senior Relationship Manager / Insurance Specialist / Investment Specialist/ Team Head/ Branch Manager with offer up to 70k If you are interested in this position, please send your updated resume with details of work experience and contact number to us by clicking “APPLY NOW ”. OR you might contact Ella Chow at for further discussion. Your application will include the following questions: Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary? How many years' experience do you have as a Personal Banking Manager? Do you have sales experience in the insurance industry? How many years' experience do you have in a wealth management? #J-18808-Ljbffr



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