Responsible for
Acquire new clients and develop client relationship to grow AUM.
Provide financial services and generate revenue for Wealth Management Department of the Bank in HK.
Purpose of the Job
Front line salesperson with main target to bring in new clients, develop client relationship and generate revenue for the bank.
Primary Role
Perform sales activities to acquire clients and provide financial services to existing clients of the Bank.
Skills Required
University degree preferred with at least 2 years’ sales experience in any financial services entity （for relationship manager）, at least 5 years’ sales experience( for senior relationship manager).
Sound knowledge of banking and investment products, financial markets ad economic trends.
Good knowledge of all banking products & operation flow relating to private client servicing.
Proactive and result-oriented with good communications and selling skills.
Able to work under pressure and independently.
Good command of spoken and written English and Chinese, Mandarin preferred.
Min requirement to pass and obtain HKMA license for HKSILE Paper 1. Other licensing or qualification required as the business develops further.
