*** Key Responsibilities ***
- Provide financial planning services to high-net-worth, mainlander and offshore customers
- Provide personalized service for these segment customers to build and maintain good relationships
- Promote investment, insurance and banking products for optimizing new business opportunities
- Manage operational risk and observe the relevant policies /guidelines and compliance requirements
*** Key Requirements ***
Must-have
- Passes in the Insurance Intermediaries Qualifying Examinations Paper 123 AND Hong Kong Securities Institute Licensing Examinations Paper 178
- Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
- Minimum 2 years of experience in direct selling investment or life insurance
- Strong proficiency in written and verbal Cantonese and English
- Strong sales and customer orientation, with good communication and interpersonal skills
Good-to-have
- University level education is an advantage
- HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience
- Experience in handling offshore and mainlander segment will be an advantage
- Strong self-motivation and ability to work under pressure
- Good command of written and verbal Mandarin
- Candidates with 5+ years of relevant experience will be considered as Executive Customer Relationship Manager
- Candidates with 7+ years of relevant experience will be considered as Prestige Private Customer Relationship Manager
***Key Selling Points***
- Fast track career path advancement
- Top-tiered Hong Kong local bank
- Strong client base with excellent exposure
- Working location: to be determined after training
- Birthday Leave
- Staff Mortgage upon completion of 6-month probation
- Medical Insurance
- Maternity Leave
