Dah Sing Financial Group: Wealth Management Professional
23 hours ago
About Us
Dah Sing Financial Group is a leading financial services provider in Hong Kong, Macau, and Mainland China. We operate a network of over 70 branches across the region.
Our core values are caring, teamwork, and progressiveness. We foster an inclusive environment where employees can grow and thrive, valuing individual differences and talents.
We are seeking a skilled Wealth Management Professional to join our team. Reporting to the Branch Manager, you will be responsible for delivering exceptional service to VIP Banking customers and meeting their wealth management needs.
- Main Responsibilities:
- Meet and exceed sales targets assigned by the company
- Understand customers' financial needs to sell and cross-sell banking products that meet their requirements
- Acquire new VIP Banking customers through proactive sales efforts
- Grow existing portfolios by deepening customer relationships and increasing share of wallet
- Sell wealth management products professionally, adhering strictly to sales process guidelines
- Provide excellent service quality to VIP Banking customers and maintain disciplined customer contacts
- Collaborate with product specialists as needed to provide services to VIP Banking customers
- Conduct operational procedures in compliance with the Bank's policies and procedures
To succeed in this role, you should possess the following qualifications and attributes:
- Degree holder from a reputable institution
- Minimum 2 years' experience in selling wealth management products to high net worth customers
- Professional licensing qualifications required by local regulatory bodies
- Comprehensive knowledge of portfolio management and financial markets
- Sound understanding of compliance regulations related to investment products sales
- Excellent interpersonal and communication skills
- Good command of both written and spoken English and Chinese
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