To identify customers' financial needs and provide professional financial planning analysis, advice and solution on wealth management
Maintain and manage good relationships with customers and to ensure customers have consistent and superior banking experience.
Work and coordinate with different departments to ensure smooth operation of wealth management department
Plan, initiate and organize sales activities
Candidate Specification
Bachelor degree or above in related discipline
Passing IIQE Paper I, II, III licenses are MUST
Above 5 years’ experience in insurance / finance / banking industry
Familiar with the China Market
Good command of written and spoken English and Chinese
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Assistant Manager • Hong Kong
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