Job Responsibilities:
Dealing with on boarding process for new-to bank and existing clients including a/c opening , due diligence and review process;
Proactive clients service management including regular clients contact on market updates , financial and non-financial service enquiry , orders execution etc;
Continuously Identifying and exploring business opportunities with accomplishment of revenue and growth targets;
Assist PB to provide high quality portfolio management service to meet clients needs though diverse range of products and services.
Job Requirements:
University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics;
1-2 years of sales experience in wealth products;
Possess recognized insurance and securities licenses;
Relevant Enhanced Competency Framework (ECF) qualification is preferable;
Strong banking products knowledge is a must;
Proactive with excellent communication skills;
Self-motivated, customer oriented and able to work under pressure;
Proficient in both spoken and written English and Chinese, Putonghua is preferred
Please send your full resume including the current & expected salary to us by clicking Apply Now.
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