Provide financial planning services to high-net-worth, mainlander and offshore customers
Provide personalized service for these segment customers to build and maintain good relationships
Promote investment, insurance and banking products for optimizing new business opportunities
Manage operational risk and observe the relevant policies / guidelines and compliance requirements
Requirements
Key Requirements
Must-have
Passes in the Insurance Intermediaries Qualifying Examinations Paper 123 AND Hong Kong Securities Institute Licensing Examinations Paper 178
Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
Minimum 2 years of experience in direct selling investment or life insurance
Strong proficiency in written and verbal Cantonese and English
Strong sales and customer orientation, with good communication and interpersonal skills
Good-to-have
University level education is an advantage
HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience
Experience in handling offshore and mainlander segment will be an advantage
Strong self-motivation and ability to work under pressure
Good command of written and verbal Mandarin
Candidates with 5+ years of relevant experience will be considered as Executive Customer Relationship Manager
Candidates with 7+ years of relevant experience will be considered as Prestige Private Customer Relationship Manager
Benefits
Key Selling Points
Fast track career path advancement
Top-tiered Hong Kong local bank
Strong client base with excellent exposure
Working location : to be determined after training
Birthday Leave
Staff Mortgage upon completion of 6-month probation