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
Investment Consultant (Retail)
To provide professional support and coach branch marketing staff to meet their investment targets
To boost up investment sales, optimize sales capacity and effectiveness for retail investment business
To formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income
To assist frontline marketing staff to identify suitable customers for marketing of products, prepare presentation materials to customers and build up business base
To participate in joint marketing calls with frontline marketing staff to act as investment product specialist
