We are hiring Financial Sales Specialists for a global bank to support its rapid business growth.  If you have client facing experience in the financial field, apply to this role now! The bank will provide full training to support your career growth.

Responsibilities

• Provide investment or insurance solutions to ensure the needs of high-net-worth clients are well fulfilled through joint servicing or off site functions
• Handle individual client portfolio and maintain cordial customer relationship to ensure the highest rate of customer satisfaction and persistency
• Work closely with the branch relationship managers to provide specialist advices in product proposals and joint meetings
• Work closely with the product development team to support the product enhancement
• Create positive team culture and provide coaching among team members, included but not limited to make quality referrals and handle client’s enquiries 
• Provide timely market and product updates to both teammates and clients
• Adhere compliance procedures and regulatory requirements

Benefits

• Monthly salary up to HK$52,000 (depending on experience)
• 24 days annual leave and 1 day birthday leave
• Additional leave such as marriage and maternity/paternity leave
• Medical and dental coverage for you and your dependents 
• Enjoy employer pension contribution of up to 13% of monthly basic salary
• Staff housing loan up to 100% of the valuation or purchase price
• Employee banking services including loans, credit facilities, and credit cards
• Friendly working culture with fully support from your peers, branch relationship managers and wealth planners

Requirement

• Degree holder, preferably in finance, business or related discipline
• IIQE Paper 1,2,3,5 and HKSI 1,7,8 holder
• Certified Financial Planner, Certified Financial Marketing Professional accreditation, Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other professional qualification is an advantage
• At least 3 years of solid experience in relationship management or insurance portfolio management or sales experience in retail or private or commercial or investment banks or fund houses preferred
• Fluency in both English and Cantonese, knowledge of Mandarin is preferred
• Outstanding insurance or investment consultation and presentation skills
• Customer-focused, with sales-driven mindset and excellent interpersonal skills
• Candidate with less experience may be considered as Assistant Relationship Manager
• Strong knowledge of wealth management products and with prove experience in customer portfolio management
• Strong self-motivation and ability to work in a fast-paced environment.