• Develop and manage a portfolio of retail banking customers to strengthen customer relationships and enhance business growth.

• Provide tailored financial planning services to high-net-worth clients.

• Build and maintain strong relationships through personalized service.

• Promote investment, insurance, and banking products to drive new business.

• Manage operational risk and adhere to relevant policies, guidelines, and compliance requirements.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field.

• 3-5 years of proven experience in retail banking or a related financial services environment.

• Strong understanding of retail banking products and services, with a focus on customer relationship management.

• Passed IIQE 1, 2, 3.

• HKSI Papers 1, 7, 8 with a minimum of 2 years of sales experience (candidates can take exams upon onboarding).

• Excellent communication and interpersonal skills to effectively engage with clients.

• Ability to analyze financial data and market trends to inform sales strategies.

• Self-motivated, results-oriented, and capable of working independently.

• Proficient in spoken and written English and Chinese (including Mandarin).

Benefits

• Competitive salary with quarterly commissions and discretionary bonus.
• Generous annual leave of 20 days.
• Opportunity to work in a reputable bank with a focus on personal wealth management.