Job Responsibilities:
- Deliver financial solutions to clients to meet business objectives in wealth management, encompassing both investment and insurance sectors.
- Assess customer requirements through financial analysis and portfolio evaluations.
- Foster enduring relationships with clients while identifying new business prospects through marketing initiatives and cross-selling of banking products and services.
Job Requirements:
- Possession of a degree in Business, Finance, or a related field; a professional qualification in ECF-RWM is advantageous.
- At least three years of sales experience in promoting a comprehensive range of wealth management products, including investment and insurance offerings.
- Capable of performing regulated activities in the fields of insurance and investment.
- Self-driven, customer-focused, and adept at working under pressure.
- Excellent interpersonal, relationship management, and communication abilities.
- Proficient in both spoken and written English and Chinese, including Putonghua.
Job Benefits:
- Great Company Culture with friendly team members
- Five-day work week
- Chinese New Year bonus, discretionary bonus, transport subsidy
- Medical benefits (including family members)
- Excellent for career progression