(Senior) Personal Financial Consultant (Consumer Financial Services)

Responsibilities

- Provide high quality one-stop retail banking services to retail banking customers;
- Promote a wide range of retail products, including but not limited to investment and insurance, to customers to explore new business opportunities;
- Solicit potential business opportunities and make referrals to related segment;
- Ensure all the activities are complied with regulatory requirements and bank policies;
- Perform other related duties as assigned.
 

Requirements

- 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE;
- Qualifications of HKSI & IIQE are required;
-  At least 1 year of sales experience in retail banking;
- Sales-driven, result-oriented and be able to work under pressure;
- Good communication and interpersonal skills;
- Good spoken English, Cantonese and Mandarin;
- Qualification of ECF is preferred;
- More experience will be considered as Senior Personal Financial Consultant.