This is an excellent opportunity for banking sales professional to join one of the leading bank with great exposure that could bring your career to the next level. They also offered a very competitive compensation.

Duties:

• Provide financial planning and advisory services to the banking clients
• Build and maintain relationships with customers by delivering personalised service
• Advise and develop investment strategy that aims to meet clients’ objectives
• Market a full range of Wealth Management products and services in a diversified manner to existing and new clients

Requirements:

• 4+ years’ experience in client servicing in banking or financial industry
• Advanced knowledge of wealth management products, both investment and insurance
• Excellent interpersonal, communication, work organization and client interfacing skills
• Strong sales and customer orientation
• Proficiency in both English and Cantonese, Mandarin would be an advantage.

If you're interested in this role, forward an up-to-date copy of your CV via email, or call directly on +852 2847 9957. If this job isn't quite right for you but you are opened for a new position within banking / wealth management side, please contact me for a confidential discussion on your career.

Company Website

http://www.wellesleys.com/

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