Wealth Services Manager

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

Job Purpose:

To provide exceptional service to meet customers' wealth management needs and generate wealth business through non-face-to-face channels.

Main Responsibilities:

  • Meet or exceed sales targets assigned.
  • Solicit wealth business through non-face-to-face channels, including foreign exchange-related products, equity-linked investments, investment funds, bonds, or other wealth management products as appropriate.
  • Work to understand customers' needs through proactive communication with customers, branch staff, product specialists, treasury, and/or marketing teams prior to completing transactions.
  • Support cross-border business.
  • Process transactions by adhering to the Bank's operational procedures.
  • Conduct sales in accordance with investment sales process guidelines.
  • Conduct outbound calls and manage inbound calls on various marketing, sales, and service programs.

Incumbent Requirements:

  • University degree with a minimum of 3 years of experience in sales of investment products or lower academic qualifications with substantial years of relevant experience.
  • Professional licensing qualifications on HKSI Papers 1, 7, and 8.
  • Certified ECF qualification is preferred.
  • Good command of spoken and written English and Chinese. Fluency in Putonghua is preferable.


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