锦鲤求职岗位描述
Reporting to the Branch Manager, you will be responsible for providing excellent service to VIP Banking customers to satisfy their wealth management needs.
Job Responsibilities:
Meet and exceed sales targets assigned
Work to understand customers' financial needs for selling and cross-selling banking products for meeting customers' needs
Acquire new VIP Banking customers through proactive sales acquisition effort
Grow existing portfolio through deepening of customer relationship and work to increase share of wallet
Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
Provide excellent service quality to VIP Banking customers and maintain disciplined customer contacts
Work with product specialists where appropriate to provide services to VIP Banking customers
Conduct operational procedures in a compliant manner by following the Bank's policy and procedures
To meet the challenge, you should possess the following qualifications and attributes:
Degree holder
Minimum 2 years' experience in selling wealth management products for high net worth customers
Professional licensing qualifications per local regulatory bodies requirement
Comprehensive products knowledge on portfolio management and financial markets
Sound compliance knowledge related to investment products sales
Excellent interpersonal and communication skills
Good command of both written and spoken English and Chinese
Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM) qualification is preferable
This position is an in-scope position under the Mandatory Reference Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.
Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks