Serve High Net Worth Individuals and solicit business opportunities through cross-selling and branch referral.
Identify customers’ needs and provide customized solutions on a comprehensive range of investment and wealth management products to customers.
Promote long term client relationships and enhance the company's value proposition.
Ensure all selling activities are in compliance with the bank’s guidelines.
University graduate, preferably major in Business Administration, Accounting, Finance or Economics
Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank
3 years' solid experience in serving high-net-worth customers (less experience may also be considered)
Strong analytical skills and solid track record in developing relationships with customers
Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin