(Senior) Personal Financial Consultant

What you’ll be doing?

• 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

Who are we looking for?

• Holder of bachelor’s degree in any disciplines is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
• Qualifications of HKSI & IIQE are required; Candidates who possess either the HKSI or IIQE qualification are also welcome but obtaining HKSI and IIQE qualifications within the probation period is required. (e.g. CPA, HKSI, IIQE, etc.)
• At least 1 year of relevant experience, preferred in Banking & FI background 
• Qualification of ECF (Retail Wealth Management) is preferred

Why you should consider this opportunity?

We offer attractive remuneration package with fringe benefits to right candidates. Such as:

• 5-day work week
• Birthday leave & family leave
• Performance bonus / Sales incentive
• Medical insurance (Including Spouse & Children)
• Life insurance