Establish and strengthen the relationships with high net worth customers, identify and fulfil their investment needs by providing thorough financial analysis. Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank.
Degree holder with at least 3 years sales experience in consumer banking field; or non-degree holder with at least 6 years consumer banking experience;
Passed in LE 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) and MPF Intermediaries Examination is a must; holder of CFPCM, ARWP or CRWP qualifications will be an advantage;
Certified Banker is preferred;
Sound knowledge towards investment market and various banking products;
Sales and customer-oriented with good communication skills;
Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable.
Short Url: https://www.goodjob.one/?p=60408
工作內容 : Provide general secreta......即時申請
津中誠聘 3) STEM助理(編號：003) -熟悉STEM......即時申請
工作職責: 一般文書工作, 包括資料輸入, 接聽電話, 負責......即時申請
地盤地址：寶湖道，大埔 合約期：9月 申請人必須具備下列基本......即時申請