Responsibilities:
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Champion the one-stop personal banking services at branches
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Identify existing and prospective customers' needs of financial services, including both products & services
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Advisory to customers for general banking services and wealth management products including account opening, mortgage, credit card, personal loan and insurance
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Maintain good relationship with both existing and new customers
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Requirements:
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University degree / Associate degree holders, or HKCEE / HKDSE holders with experience in Insurance Agent / Telemarketing / Teller, with exposure in banking projects an advantage
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IIQE Paper 1, 2, 3 and HKSI 1, 7, 8 is required
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Proficiency in both English and Chinese, with fluency in Putonghua an advantage
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