Promote full-range of retail banking products and services to achieve sales targets
Identify customers’ needs and match their needs with appropriate products and services including account opening, credit card, mortgage, personal loan and insurance and MPF products.
Maintain good relationship with both existing and new clients.
Requirements:
Degree holder or above or equivalent qualification at HKQF level 5, with minimum 3 years’ experience in promoting retail banking products.
Passes in Insurance, Securities and Futures Intermediaries Examinations are required. (Qualified under SFO for handling Regulated Activities Types 1 & 4).
Pass in the MPF Intermediaries Qualifying Examination (Optional)
Professional qualification of ARWP is an advantage.
Candidates with less experience will be considered as Deputy Financial Services Manager.
更多工作資料
薪酬
薪金面議
工種
銀行 · 金融服務 - 顧客服務 · 關係管理
銀行 · 金融服務 - 零售銀行服務
銀行 · 金融服務 - 一般 · 其他
僱用形式
全職
教育程度
碩士
學士
類近好工
Personal Banking Executive - Contact Centre and Remote Channel