Job Description

Establish and strengthen the relationships with high net worth customers, identify and fulfil their investment needs by providing thorough financial analysis. Initiate and implement strategies to promote a full range of wealth management products through a professional and proactive approach in achieving the business sales targets of the corporate.

Requirements:

• Degree holder with at least 3 years sales experience in consumer banking field; or non-degree holder with at least 6 years consumer banking experience;
• Passed in IIQE (Paper 1, 2, 3 & 5) and MPF Intermediaries Examination is a must; holder of CFP^CM , CWM or CFMP qualifications will be an advantage;
• Eager to learn with positive attitude
• Strong sense of ownership
• Well knowledge towards investment market and various banking products;
• Good interpersonal and communication skills
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable.

(Candidate with less experience will be considered as Relationship Manager, Wealth Management.)

If you are flexible enough and seek for a harmonious and supportive working environment where enables you to grow and succeed professionally, please press the below APPLY button for job application.

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 6 months of receipt.