Position Details

(Assistant) Wealth Services Manager
Post Date 02/05/2024
Division Retail Banking
Department/Branch Direct Channels
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Job Purpose:

To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face channels.

 

Main Responsibilities: 

  • Meet / exceed sales target assigned.
  • Solicit wealth business by non-face-to-face channels, including FX related products, Equity Link Investments (ELI), Investment Fund (UT), Bonds or other wealth management products as appropriate.
  • Work to understand customers’ needs through proactive communication with customers, branch staff, product specialists, treasury and/or marketing teams prior to completing transactions .
  • Support GBA (cross border) business.
  • Process transaction by adhering to the Bank’s operational procedures.
  • Conduct sales through strict compliance of investment sales process guidelines.
  • Conduct outbound call and manage inbound call on various marketing, sales & service program.


Incumbent Requirements:

  • University degree with minimum 3-year experience in sales of Investment products or lower academic qualifications with substantial years of relevant experience.
  • Professional licensing qualifications on HKSI Papers 1, 7 & 8.
  • Candidate with the qualification of ECF is an advantage.
  • Good command of spoken & written in English and Chinese. Fluency in Putonghua is preferable.


Please note that only shortlisted candidates will be notified.

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