Acting as a technical expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts/Estate planning /Retirement/Protection/Mortgage etc
Adding value to clients with more complex needs, e.g. top-tier and mid-tier Premier clients
Assisting PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HASE
Conducting product training, to support and deliver new product launches and leading client education events, to help client gain better knowledge of financial markets and financial solutions
Requirements
University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CFMP an advantage
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil the competency requirements to carry out regulated activities as defined by the Regulators.
Evidence of strong sales results in spot FX and FX option products
Relationship management experience with high net worth clients
Proven experience in retail banking, with strong knowledge of investment products
Independent, self-directed, and not afraid to make decisions to develop, execute and deliver on an assigned strategy
Passion for phone sales is a must, excellent interpersonal skills and communications skills
Proficiency in English, Cantonese and Putonghua
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers