Responsibilities:

• Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business
• Bring in new clients, responsible for HNW individual accounts
• Deepen client relationships and improve income generation through focused business development activities
• Provide professional wealth management solutions to customers and understand customers’ financial needs
• Ensure the selling processes are in compliance with the Bank’s and regulator’s policies and guidelines.

Requirements:

• Degree holder or above, possess recognized licenses (IIQE & HKSI)
• Minimum of 4 years’ experience in handling investment portfolio of affluent customers
• Strong sales and customer service orientation, with self-motivation and ability to work under pressure
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Well-planned, strong analytical skills and solid track record in developing relationships with customers
• Familiar with banking operations and related policies, legal and regulatory requirements
• Proficiency in both English and Cantonese, fluency in Putonghua is an advantage

Please state your current salary and expected salary in your CV/Resume.