Negotiable Salary
nextRoles
Hong Kong
*** Key Responsibilities *** - Provide financial planning services to high-net-worth, mainlander and offshore customers - Provide personalized service for these segment customers to build and maintain good relationships - Promote investment, insurance and banking products for optimizing new business opportunities - Manage operational risk and observe the relevant policies /guidelines and compliance requirements Requirements *** Key Requirements *** Must-have - Passes in the Insurance Intermediaries Qualifying Examinations Paper 123 AND Hong Kong Securities Institute Licensing Examinations Paper 178 - Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance - Minimum 2 years of experience in direct selling investment or life insurance - Strong proficiency in written and verbal Cantonese and English - Strong sales and customer orientation, with good communication and interpersonal skills Good-to-have - University level education is an advantage - HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience - Experience in handling offshore and mainlander segment will be an advantage - Strong self-motivation and ability to work under pressure - Good command of written and verbal Mandarin - Candidates with 5+ years of relevant experience will be considered as Executive Customer Relationship Manager - Candidates with 7+ years of relevant experience will be considered as Prestige Private Customer Relationship Manager Benefits ***Key Selling Points*** - Fast track career path advancement - Top-tiered Hong Kong local bank - Strong client base with excellent exposure - Working location: to be determined after training - Birthday Leave - Staff Mortgage upon completion of 6-month probation - Medical Insurance - Maternity Leave