Conduct professional, consultative financial analysis and profiling with customers to meet their financial goals.
Foster and deepen customer relationships by providing regular market updates, portfolio reviews riding on our banks’ different financial solutions
Work closely with the Branch Manager / Team Heads and create monthly plans to achieve and exceed sales targets, meeting new business and customer acquisition goals.
Provide proactive follow up services with existing customers
Acquire new-to-bank customers and grow the relationship portfolios by converting potential referral leads from both internal & external counterparts
Strictly adhere to KYC/AML and other compliance requirements by our bank & related regulators
Degree Holder preferred
Solid years of relationship management and business development experience within banking industry
Currently obtained relevant Insurance Intermediaries Qualifying Examination (IIQE) papers and Hong Kong Securities and Investment Institution (HKSI) Papers
Excellent communication, interpersonal, relationship building and analytical skills
Ability to learn new products and knowledge quickly
Excellent in time management, prioritization & ability to multi-tasking
In-depth understanding of financial products and sensitive to market trends and benchmarking
Work in a flexible and agile way according to bank’s directions
Proficiency in English, Mandarin and Cantonese (Written & Verbal)
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Conduct professional, consultative financial analysis and profiling with customers to meet their financial goals.
Foster and deepen customer relationships by providing regular market updates, portfolio reviews riding on our banks’ different financial solutions
Work closely with the Branch Manager / Team Heads and create monthly plans to achieve and exceed sales targets, meeting new business and customer acquisition goals.
Provide proactive follow up services with existing customers
Acquire new-to-bank customers and grow the relationship portfolios by converting potential referral leads from both internal & external counterparts
Strictly adhere to KYC/AML and other compliance requirements by our bank & related regulators
Degree Holder preferred
Solid years of relationship management and business development experience within banking industry
Currently obtained relevant Insurance Intermediaries Qualifying Examination (IIQE) papers and Hong Kong Securities and Investment Institution (HKSI) Papers
Excellent communication, interpersonal, relationship building and analytical skills
Ability to learn new products and knowledge quickly
Excellent in time management, prioritization & ability to multi-tasking
In-depth understanding of financial products and sensitive to market trends and benchmarking
Work in a flexible and agile way according to bank’s directions
Proficiency in English, Mandarin and Cantonese (Written & Verbal)
