Relationship Exe, Affluent Acquisition & Alliance

Global bank · Medium bank · Retail / branch

Tsim Sha TsuiOn-site

Role overview

Procure new business opportunities and propose suitable banking products and services tailored to fulfill clients' requirements.
Provide exceptional and professional customer service.
Implement essential risk assessment protocols during the process of opening new accounts.
Cultivate a customer-centric atmosphere that ensures high efficiency within the branch.
University degree is preferred; fresh graduates are welcome.
Previous sales experience, preferably in banking or financial service industry
Good interpersonal and communication skills
Fluency in Cantonese, English and Mandarin
Holder of insurance (IIQE 1,2,3 & MPF) and investment (HKSI 1,7,8) licenses
Core bank funding for retirement savings, medical and life insurance
Proactive wellbeing support
A continuous learning culture
Being part of an inclusive and values driven organisation

Experience: Mid / Senior level

Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).

Procure new business opportunities and propose suitable banking products and services tailored to fulfill clients' requirements.
Provide exceptional and professional customer service.
Implement essential risk assessment protocols during the process of opening new accounts.
Cultivate a customer-centric atmosphere that ensures high efficiency within the branch.
University degree is preferred; fresh graduates are welcome.
Previous sales experience, preferably in banking or financial service industry
Good interpersonal and communication skills
Fluency in Cantonese, English and Mandarin
Holder of insurance (IIQE 1,2,3 & MPF) and investment (HKSI 1,7,8) licenses
Core bank funding for retirement savings, medical and life insurance
Proactive wellbeing support
A continuous learning culture
Being part of an inclusive and values driven organisation

0 applicants

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