(Assistant) Wealth Services Manager

Job description

Role Overview :

Meet / exceed sales target assigned

Solicit wealth business by non-face-to-face channels, including FX related products, Equity Link Investments (ELI), Investment Fund (UT), Bonds or other wealth management products as appropriate

Work to understand customers’ needs through proactive communication with customers, branch staff, product specialists, treasury and / or marketing teams prior to completing transactions

Support GBA (cross border) business

Process transaction by adhering to the Bank’s operational procedures

Conduct sales through strict compliance of investment sales process guidelines

Conduct outbound call and manage inbound call on various marketing, sales & service program

Ideal Profile :

University degree with minimum 3-year experience in sales of Investment products or lower academic qualifications with substantial years of relevant experience .

Professional licensing qualifications on HKSI Papers 1, 7 & 8.

Good command of spoken & written in English and Chinese. Fluency in Putonghua is preferable .