Online Marketing Wealth Management
Serquin Consultancy ServicesKowloonUpdate time: October 18,2020
Job Description
Responsibilities:
- Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections.
- Identify customers’ needs and provide customized solutions on a comprehensive range of insurance, investment and wealth management products to customers.
- Promote long term client relationships and enhance the company's value proposition.
- Ensure all selling activities are in compliance with the bank’s guidelines.
Requirements:
- University graduate, preferably major in Business Administration, Accounting, Finance or Economics
- Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank
- 3 to 8 years' solid experience in serving high-net-worth customers (less experience may also be considered)
- Strong analytical skills and solid track record in developing relationships with customers
- Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin
Offers:
- Competitive remuneration package, include basic salary and incentive scheme
- Attractive fringe benefits and long term service benefits
- Great career opportunities and development
- Great support on infrastructure
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