Job Responsibilities

• Drive new business acquisition, referrals, and deepening of existing client relationships within the Personal Clients segment.
• Conduct professional financial profiling and provide personalized solutions to meet clients’ financial goals.
• Deliver regular market and product updates to strengthen customer engagement and trust.
• Develop and execute monthly sales plans in consultation with the Branch Manager/PTL to achieve business targets.
• Participate in marketing and promotional activities to support customer acquisition and retention.
• Provide quality after-sales service to maintain client satisfaction and reduce attrition.
• Identify potential prospects, solicit referrals, and conduct sales presentations to groups and corporate partners.
• Ensure full compliance with internal policies, money laundering prevention procedures, and all relevant regulatory requirements.
• Uphold the Bank’s values and Code of Conduct, maintaining the highest standards of ethics and governance.
• Collaborate effectively with key stakeholders including Branch Managers, Business Managers, and Product Managers.

Job Requirements

• Degree holder or above, minimum 2 years of experience in client acquisition.
• Qualifications in HKSI and IIQE.
• Prior experience in account management is an advantage.
• Strong knowledge of banking products including treasury, equities, funds, and insurance.
• Proven track record in client acquisition, with experience in account management.
• Technical expertise and sound understanding of consumer banking products (e.g., Treasury, Equities, Funds, Insurance).