Financial Services Manager (Personal Banking)

Responsibilities:

• 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.