Responsibilities

Relationship Manger

• Provide financial planning services to high-net-worth customers
• Build and maintain good relationships with assigned client segment
• Tailor made wealth management solutions for retail customers such as insurance, UT
• KYC customer potential needs
• Meet guidelines and compliance requirements

Insurance Specialist

• Provide Wealth Management solution
• Introduce long term insurance products
• Build and maintain good relationships with clients
• Co-operate with RMs and Front line sales staffs
• KYC customer potential needs
• Meet guidelines and compliance requirements

Requirements

• Degree holder
• Min 2 years of relevant experience in retail banking or solid sales experience in investment / insurance to individual clients
• IIQE 1,2,3 and HKSI 1,7,8 is a must
• Proficiency in both Cantonese and English, Mandarin would be an advantage
• Proven impressive sales achievement and awards would be consider as Senior RM or Sales Leader
• For Insurance Specialists, HKSI is not a must.