About the Job
- Promote full range of banking and wealth management products and services
- Perform other service-related duties assigned by the Branch Manager
- Provide personalised service for this segment of customers to build and maintain good relationships
- Promote investment, insurance and banking products for optimising new business opportunities
- Manage operational risk and observe the relevant policies / guidelines and compliance requirements
- Actively solicit new business and deepen existing and new relationships within the high net worth market segment
- Comply with the regulatory requirements as well as as the internal compliance policies and guidelines including but not limited to anti-money laundering and counter-financing of terrorism.
Requirements
University level education is an advantage OR
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 experiencePasses in the IIQE / HKSIFulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures OrdinanceStrong sales and customer orientation, with good communication and interpersonal skillsStrong self-motivation and ability to work under pressureProficiency in both English and Chinese, with proficiency in Putonghua an advantageHK$30,000.00 - HK$80,000.00