Responsibilities:
Promote full range of wealth management products and services to high-net-worth customers
Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
Handle enquiries and provide professional total wealth management solutions to customers
Provide quality services and understand customers’ financial needs
Requirements:
Bachelor's Degree or above
Minimum of 5 years' of sales experience in wealth management products
Pass in IIQE papers 1, 2, 3 & HKSI papers 1, 7, 8
Possess qualifications of Enhanced Competency Framework (ECF- RWM) will be an advantage
Strong banking products knowledge is a must
Proactive with excellent communication skills
Self-motivated, customer oriented and able to work under pressure
Proficient in both spoken and written Chinese (Mandarin and Cantonese) and English
Candidate with less experience would be considered for Relationship Manager.
Benefit / Other Information:
5-day week
Education subsidies
Birthday leave
Marriage leave
Extra maternity leave
Extra Paternity Leave
Examination leave
Insurance plan
Medical plan
Family medical plan
Dental plan
We offer competitive remuneration package and promising career opportunities to the successful candidates. Interested parties, please send full resume with current & expected salary and the date of availability to The HR Division, G.P.O. Box 2535, HK , or by clicking Apply Now. Please quote reference on your application. Information provided will be treated in strict confidence and only be used for recruitment purposes. Personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.
The Mandatory Reference Checking (MRC) Scheme is a regulatory framework established by the Hong Kong Monetary Authority, which requires banks to check the conduct history of prospective employees for positions defined under the scheme. Therefore, MRC will be a part of our selection process if you apply for the in-scope positions. For details, please refer to the “Frequently Asked Questions for In-Scope Individuals” (https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2) published by HKAB.
