Posted on 2022-06-22
China Construction Bank (Asia) Corporation Limited

AVP/VP, Corporate Wealth Management

China Construction Bank (Asia) Corporation Limited

Main Responsibilities

  • Actively solicit new business and deepen relationships within Commercial Banking, Corporate Banking and Institutional Banking clients
  • Identify customers' needs and promote investment and insurance products and services to our corporate clients
  • Work closely with Relationship Manager and other Business Units to anchor the relationship base
  • Ensure all selling procedures are well complied
  • Provide on-going specialist advice on wealth management products and market updates to Relationship Managers
  • Engage end to end investment and insurance service for Commercial Banking, Corporate Banking and Institutional Banking clients
  • Well understand the investment and insurance compliance standard under our Corporate Bundle.

Requirements

  • Degree holder in Bus Admin/Finance/Accounting/Economics or related discipline
  • At least 5 years of experience in investment and insurance sales
  • Working experience in Corporate Banking is preferred
  • Qualifications in IIQE/HKSI related areas are required
  • Solid knowledge of product features and risk/benefits of all major investment & insurance products
  • Capability of carrying out investment and portfolio analysis for clients
  • Sales driven, customer and service oriented
  • Innovated and embrace new technologic and new products with curiosity
  • Good communication and interpersonal skills
  • Good command of spoken and written English, Chinese and Mandarin

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.