Retail Banking

Our banking clients with strong customer base are seeking high caliber professional to join the retail banking segment. 

Responsibilities:

• Provide financial solutions to customers to achieve business targets on wealth management
• Identify customer needs through financial analysis and portfolio review
• Conduct regular review and analysis on customers' portfolios

Requirements:

• Tertiary or university level education, preferably in finance, business or a related discipline
• Minimum 2 years' solid experience in selling investment, insurance and various retail banking products
• Possess recognized insurance and securities licenses e.g. IIQE & HKSI qualifications under HKMA and HKSFC
• Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification is an advantage
• Proficient in both spoken and written English and Chinese, fluency in Putonghua is preferred
• Excellent communication, interpersonal and motivational skills
• Self-motivated, independent and easy to adapt to different environment

JAT Touch Recruit (Asia) Ltd is a recruitment agency which focusing on financial industry, especially retail banking and bancassurance. We has a great network and no. of account for job matching between HR and financial talent. By reaching us, not only a specific post/ talent will be discussed, but a professional recruitment services will be provided. We look forward to hear from you soon!

www.jatrecruit.com