Senior Banking Professional

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full time
Wealth Management Opportunities

To provide exceptional service to high net worth banking clients, you will be responsible for identifying and meeting their wealth management needs through proactive business development and relationship building.

Main Responsibilities:

  • Sell and introduce wealth management products and services to clients
  • Enhance and deepen client relationships through proactive sales activities
  • Cross-sell wealth management products to increase customer utilization
  • Address client needs by selling on a need basis and making referrals as necessary
  • Achieve predetermined sales goals in a competitive market
  • Provide professional service in selling wealth management products
  • Collaborate with product specialists to deliver services to high net worth clients
  • Ensure operational procedures are followed in accordance with the Bank's policies and procedures
  • Support branch members as required

Requirements:

  • University degree with 1 year or secondary education with 2 years' experience in banking and insurance sales
  • IIQE paper 1, 2 & 3
  • Candidates with less experience may be considered for a Relationship Officer position


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