Our clients, leading consortium bank, are currently looking for a high caliber candidate to join their professional team.

Responsibilities:

• Develop and expand client network with good relationship management;
• Provide professional advice for clients on financial planning, asset management, wealth management and securities, etc.;
• Provide financial planning advice and services to clients with regular review and monitoring;
• To constantly monitor clients' investment portfolios, through a range of investment vehicles.

 Requirements:

• University degree in a related discipline is preferred;
• Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations;
• Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance;
• Minimum of four years' experience in selling investment, insurance and banking products;
• Less experience will be considered as Assistant Relationship Manager;
• Strong sales and customer orientation, with good communication and interpersonal skills;
• Strong self-motivation and ability to work under pressure;
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage;
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers.