Job Responsibilities

• Drive new business, acquisition, and referral growth while strengthening existing Priority Client relationships in line with service standards.
• Conduct professional financial analysis and client profiling to identify and meet financial objectives.
• Provide regular market updates and insights on local and global financial products to enhance client engagement.
• Collaborate with team leaders to set monthly plans and achieve sales and acquisition targets.
• Participate in marketing campaigns and prospecting activities to expand the client base.
• Deliver efficient after-sales support and manage client retention and anti-attrition efforts.
• Organize and lead sales presentations for corporate and community groups.
• Generate referrals through cross-team collaboration within the Bank.
• Uphold the Bank’s Values and Code of Conduct, demonstrating integrity and ethical standards.
• Ensure compliance with all laws, regulations, and internal policies.
• Identify, escalate, and resolve risk and conduct issues effectively and collaboratively.
  Other Responsibilities
• Promote the “Here for good” brand values and fulfil additional duties under business or functional policies.

Job Requirements

• Proven experience in client acquisition and new business development.
• Qualifications in HKSI and IIQE.
• Strong background in managing high-net-worth (HNW) client accounts with personalized service.
• Established network and experience in markets, with good understanding of local client needs.
• Solid technical knowledge of consumer banking products, including Treasury, Equities, Funds, and Insurance.
• Excellent command of Mandarin/ Cantonese and English.