Develop and execute an individual business plan to achieve client acquisition, business referral and establish a book of new business
Deepen client relationships and improve income generation through focused business development activities
Bring in new clients, responsible for HNW individual accounts
Provide professional wealth management solutions to customers and understand customers’ financial needs
Ensure the selling processes are in compliance with the Bank’s and regulator’s policies and guidelines.
Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
Minimum of 3 years’ experience in handling investment portfolio of affluent customers
Strong sales and customer service orientation, with self-motivation and ability to work under pressure
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Familiar with related bankiong operations and policies, legal and regulatory requirements
Well-planned, strong analytical skills and solid track record in developing relationships with customers
Proficiency in both English and Cantonese, fluency in Putonghua is an advantage
Interested parties please send your full resume by email to [our mailbox through CTgoodjobs Apply Now ]
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Six Degrees Link (SDL) is a recruitment firm that specialises purely within Banking and Financial Services with a dedicated team of consultants who strive to provide the best consultancy services for both clients and candidates in the area of Corporate Finance, Brokerage, Capital Markets, Private Equity, Hedge Fund & Alternatives, Risk Management, Legal & Compliance as well as in TMT.
We have excellent track record in placing banking & financial services professionals in the industry and our clients are international and sizable Chinese investment banks, corporate banks, asset management companies and brokerage firms. Our main goal is to fulfill our clients' as well as our candidates' needs by placing right professionals to right careers.