Personal Financial Consultant (I&I Sales) (various branches)

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;