Responsibilities
- Provide investment and insurance services to high net worth clients in branch
- Maintain close relationships with clients
- Cooperate with specialist to give advice to clients
- Meet the compliance requirement
Requirements
- Degree or above with major in Business Administration, Finance, or related disciplines
- Min 1-2 years of relevant experience in retail banking or related experience in investment and insurance selling
- IIQE 1,2,3 and HKSI 1,7,8
- Good command in both Chinese and English
- Candidate with less experience will be considered as Assistant Relationship Manager