Financial Services Manager – Wealth and Personal Banking
Bank of Communications (Hong Kong) Limited
- Company Industries：Banking
Job Information
- Post Date：2022-07-18
- Career Level：Middle
- Location：Not Specified
- Yr(s) of Exp：3 years
- Qualification：Degree
- Employment Type：Full Time
- Job Function：Banking / Finance Retail Banking Financial Services Wealth Management
Job Description
Responsibilities:
- Promote full-range of retail banking products and services to achieve sales targets
- Identify customers’ needs and match their needs with appropriate products and services including account opening, credit card, mortgage, personal loan and insurance and MPF products.
- Maintain good relationship with both existing and new clients.
- Degree holder or above or equivalent qualification at HKQF level 5, with minimum 3 years’ experience in promoting retail banking products.
- Passes in Insurance, Securities and Futures Intermediaries Examinations are required. (Qualified under SFO for handling Regulated Activities Types 1 & 4).
- Pass in the MPF Intermediaries Qualifying Examination (Optional)
- Professional qualification of ARWP is an advantage.
- Candidates with less experience will be considered as Deputy Financial Services Manager.
Candidates with more experience will be considered as Senior Investment & Product Manager (Private Banking)
● Degree holder or above or equivalent qualification at HKQF level 5, with minimum 3 years’ experience in promoting retail banking products.
Company Info
Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co.,
Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong Kong.
With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that
offer BComBEST customers a full range of professional banking services to address their needs at every life stage. Our business services centres work alongside enterprises to help facilitate the daily operation and explore business opportunities by providing
integrated banking solutions. Bank of Communications (Hong Kong) serves premium private banking customers through a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no matter where
they are.
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