Responsibilities:
Promote full range of wealth management products and services to high-net-worth customers
Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
Handle enquiries and provide professional total wealth management solutions to customers
Provide quality services and understand customers’ financial needs
Requirements:
Bachelor's Degree or above
Minimum of 5 years' of sales experience in wealth management products
Pass in IIQE papers 1, 2, 3 & HKSI papers 1, 7, 8
Possess qualifications of Enhanced Competency Framework (ECF- RWM) will be an advantage
Strong banking products knowledge is a must
Proactive with excellent communication skills
Self-motivated, customer oriented and able to work under pressure
Proficient in both spoken and written Chinese (Mandarin and Cantonese) and English
Candidate with less experience would be considered for Relationship Manager.
Benefit / Other Information:
5-day week
Education subsidies
Birthday leave
Marriage leave
Extra maternity leave
Extra Paternity Leave
Examination leave
Insurance plan
Medical plan
Family medical plan
Dental plan
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刊登於 3日前
刊登於 2日前