Our client, a Retail Bank, is looking for high-caliber person to fill the position.

Responsibilities:-

• Conduct customer portfolio analysis to identify cross-selling investment products opportunities
• Conduct pre-case study, share sales tactics on FX, funds,structured products and carry out joint-call activities proactively
• Maintain a high standard of customer service and react positively to customer requests
• Support branch sales by sharing sales tactics and providing briefing sessions on investment products
• Update compliance requirements and provide market updates to sales staff

Requirements:-

• University degree in Business Administration or other relevant qualification
• HKSI and IIQE qualification
• Four years experience in banking with at least two years of experience in investment
• Good knowledge in investment products
• Good customer service orientation, interpersonal and communication skills
• Strong self-motivation and ability to work independently
• Proficiency in both English and Chinese