Wealth Management Consultant

2 weeks ago


Hong Kong Island, Hong Kong SAR China International Executive Service Corps Full time

About the Role:

As a Wealth Management Consultant at International Executive Service Corps, you will play a key role in providing exceptional service to our VIP banking customers.

Main Responsibilities:

  • Develop and execute proactive business solicitation strategies to satisfy clients' wealth management needs
  • Build and maintain strong relationships with clients through regular communication and tailored solutions
  • Cross-sell wealth management products and services to increase revenue and deepen client engagement
  • Collaborate with product specialists to deliver high-quality services to VIP customers
  • Ensure operational procedures are followed in accordance with the Bank's policy and procedures
  • Support branch members as required to achieve team goals

Requirements:

  • University degree with 1 year or secondary education with 2 years' experience in banking industry, preferably with insurance sales experience
  • IIQE paper 1, 2 & 3 certifications
  • Candidates with less experience may be considered for the Relationship Officer role


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