(Assistant) Wealth Services Manager

Job Purpose:

To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face channels.

Main Responsibilities: 

• Meet / exceed sales target assigned.
• Solicit wealth business by non-face-to-face channels, including FX related products, Equity Link Investments (ELI), Investment Fund (UT), Bonds or other wealth management products as appropriate.
• Work to understand customers’ needs through proactive communication with customers, branch staff, product specialists, treasury and/or marketing teams prior to completing transactions .
• Support GBA (cross border) business.
• Process transaction by adhering to the Bank’s operational procedures.
• Conduct sales through strict compliance of investment sales process guidelines.
• Conduct outbound call and manage inbound call on various marketing, sales & service program.

Incumbent Requirements:

• University degree with minimum 3-year experience in sales of Investment products or lower academic qualifications with substantial years of relevant experience.
• Professional licensing qualifications on HKSI Papers 1, 7 & 8.
• Candidate with the qualification of ECF is an advantage.
• Good command of spoken & written in English and Chinese. Fluency in Putonghua is preferable.

This position is an in-scope position under the Mandatory Reference Checking Scheme.  Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.

https://www.hkab.org.hk/tc/page/5/mandatory-reference-checking-scheme-phase-2