Responsibilities
- Build long-term relationships with customers
- Identify customers' needs and match their needs with appropriate products and services
- Acquire new customers through sales and marketing activities
- Coordinate in-branch and off-site promotions
Requirements
- University graduates preferred, with a minimum of half a year's banking experience, preferably in retail banking and/or business-related field
- Pass in the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent)
- Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer (HKSI Paper 1, 7, 8 or equivalent)
- Pass in the Mandatory Provident Fund (MPF)
- Relevant HKIB qualification is an advantage
- HKIB Certified Bankers preferred
- Pro-active, mature, independent, customer-focused, and pleasant
- Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage
(Candidates with customer services experience in other industries will also be considered)