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Treasury Specialist / investment consultant / Insurance Specialist (Retail Banking)

Conners Consulting Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2020-03-29
  • Career Level:Middle
  • Location:Not Specified
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Retail Banking

Job Description

Responsibilities

  • Serve clients and offer financial planning / solutions to cater for their financial needs
  • Understand the financial market, solicit and develop business from potential prospects / clients
  • Expand client base through prospecting and increase existing clients’ portfolio through cross-selling of products within our wide product platform
  • Maintain good relationship with clients and conduct regular financial reviews to ensure customer satisfaction and retention of business
  • Be familiar with regulatory requirements, and to ensure full compliance with internal and external requirements on relevant regulated activities

Requirements

  • Tertiary or university-level education in any discipline, preferably in Finance, Business Administration or Economics
  • Solid sales experience from financial institutions, providing professional advice to clients, ideally with experience working in a Wealth Management environment
  • Strong self-motivation, proactive and sales-oriented
  • Good level of verbal English and Cantonese, with Putonghua an advantage

To apply, please send your detailed resume or contact Ms. Kacee at 3996 7713 for a confidential discussion. 
Only shortlisted candidates will be notified. 
Applicants who are not contacted within two weeks may consider their applications unsuccessful.
All data collected will be used for recruitment purpose only & will be used strictly confidential.
 
Conners Consulting Limited
2005 Kai Tak Commercial Building 317 Des Voeux Road Central Hong Kong
Tel: (852) 3996 8090        
Website: http://www.connersconsulting.com/

Company Info

About Conners

Found in 2010 by a group of professionals with wide range of networks and extensive experience in the field. We are focus on searching talent for Banking, Finance & Insurance clients in the region. We are operating by a team of sector experts to providing clients with high quality professional recruitment services. We source and select the best talent for our clients, build up trust and match most suitable job for candidates, create long term relationship with both of our clients and candidates.

Website: http://www.connersconsulting.com

Employment Agency Licence No.: 63811

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