Detail

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: