• Global Tier-1 Bank: Elite brand, top benefits
• Clear Career Pathway
• Top-Tier Package: Market-leading flexible benefits
Key Responsibilities
• Client Portfolio Management: Manage and grow a portfolio of retail and wealth clients, acting as a trusted advisor for their personal financial needs.
• Financial Planning & Advisory: Conduct comprehensive financial needs analysis and recommend tailored solutions, including investment, insurance, and deposit products.
• Business Development: Drive revenue growth through customer acquisition, portfolio deepening, and strategic cross-selling.
• Compliance & Operational Risk: Ensure all sales practices and client interactions adhere strictly to internal guidelines and HKMA/SFC regulatory standards.
Requirements & Qualifications
• Education & Credentials: Degree holder in Business, Finance, or a related discipline. Valid IIQE (Licenses 1, 2, 3, 5)
• Experience: Minimum 3–5 years of retail banking or financial advisory experience with a proven track record in wealth management sales.
• Skills: Excellent communication, negotiation, and interpersonal skills. Fluency in Cantonese, English, and Mandarin is required.
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