Responsibilities:
- Cross-sell other banking products and make referrals to relevant staff
- Provide wealth management services for HNW Client or Credit analysis for SME client
- Identify potential customers in order to sell integrated financial services packages and other general banking products, such as mortgages, credit cards, commercial credit line, etc.
- To acquire new customers through sales and marketing activities
- Maintain good relationship with both existing and new clients
Requirements:
- Minimum 1 year's relevant experience in banking or finance industry
- IIQE Paper 1,2,3 is required
- HKSI 1, 7, 8(will be prefer)
- Pro-active, mature, independent, customer-focused, and pleasant
- Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage
For interested parties, please send your CV to our email