锦鲤求职岗位描述
Leading Hong Kong Bank
Great Incentive (Up to 3+ Months per Quarter)
Non-banking RM Welcome
Responsibilities
Built and managed a portfolio of high-net-worth and mass affluent clients, providing tailored wealth management and financial planning solutions.
Offered investment and insurance advisory services, including unit trusts, bonds, structured products, FX, and protection plans.
Developed new business opportunities through client referrals, networking, and relationship-building initiatives.
Conducted portfolio reviews and delivered market insights to support clients' financial objectives.
Collaborated with internal specialists to provide comprehensive banking and wealth management services.
Maintained strong regulatory compliance standards and delivered exceptional customer experience.
Requirements
Bachelor's degree or above in Business Administration, Finance, Economics, or related disciplines.
Minimum 2 years of experience in retail banking, wealth management, insurance, investment advisory, or relationship management.
Proven track record in client acquisition, portfolio growth, and achieving sales targets.
Strong knowledge of wealth management products, including deposits, investment funds, bonds, insurance, structured products, and foreign exchange.
Excellent interpersonal, communication, and client relationship management skills.
Holder of HKSI Paper 1, 7, 8; IIQE Papers 1, 2, 3, 5
Proficiency in Mandarin & English, Cantonese is an advantage
IANG visa holders, and QMAS candidates are welcome to apply.