Manager / Assistant Manager, Wealth Management (Sales representative)

Job Description

• To identify customers' financial needs and provide professional financial planning analysis, advice and solution on wealth management
• Maintain and manage good relationships with customers and to ensure customers have consistent and superior banking experience.
• Work and coordinate with different departments to ensure smooth operation of wealth management department
• Plan, initiate and organize sales activities

Candidate Specification

• Bachelor degree or above in related discipline
• Passing IIQE Paper I, II, III licenses are MUST
• Above 5 years’ experience in insurance / finance / banking industry
• Familiar with the China Market
• Good command of written and spoken English and Chinese