Financial Services Professional

1 month ago


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

About Dah Sing Financial Group

Overview

The Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering banking, insurance, and related services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China.

Job Description

This role involves providing proactive service to walk-in customers, conducting the sale and cross-sale of banking products to meet customer needs. Key responsibilities include:

  • Meeting and exceeding sales targets assigned
  • Responsible for a full range of general banking products, including CASA, lending, mortgages, insurance, and credit cards
  • Acquiring new customers through proactive sales efforts
  • Working with customers to understand their banking needs and sell relevant products
  • Making sales referrals to colleagues or other departments as necessary
  • Participating in local promotional activities
  • Collaborating with product specialists to provide services to customers
  • Conducting operational procedures in a compliant manner by following the Bank's policy and procedures
Required Skills and Qualifications

To be successful in this role, you will need:

  • A university degree and 1-2 years of experience in branch frontline customer service or secondary education with 3-4 years of experience in a similar field
  • Possession of IIQE paper 1, 2 & 3
  • A good command of written and spoken English and Chinese
Estimated Salary: HKD 45,000 - HKD 60,000 per annum

Please note that only shortlisted candidates will be notified. The Dah Sing Financial Group values diversity and aims to create an inclusive work environment where employees can grow and develop professionally.



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