Responsibilities Solicit new businesses, cultivate and retain long-term partnerships through regular reviews, ensuring the bank remains the customers’ primary financial institution Conduct comprehensive assessments of customers’ financial positions, risk appetites, and life goals to deliver tailored product solutions, including wealth management and credit services Expand existing portfolio through deepening of customer relationship.
Proactively expand the customer base through strategic networking, lead generation, and targeted marketing campaigns to meet revenue targets.
Connect Specialists Teamto provide tailor-made services and solutions to fulfill customers’ needs and ambitions Plan and execute in-branch and off-site events to raise brand awareness and showcase new financial products to both current and prospective customers Comply with all applicable regulations, rules, codes, guidelines and standards set by regulators and the Bank, and carry out duties with high integrity Serve as a coach / mentor for subordinates and junior sales staff to groom new members Support branch transformation initiatives, providing feedback of our services from customers for continuous service improvement Requirements University graduates preferred, with a minimum of 4 years' banking experience providing financial services to retail customers Experience in managing and growing assigned customer portfolio will be a definite advantage Relevant
HKIB qualification is an advantage
HKIB Certified Bankerspreferred Proven track record in selling investment products is highly preferable Passed in the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent) Passed in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer (HKSI Paper 1, 7, 8 or equivalent) Passed in the Mandatory Provident Fund (MPF) Sound knowledge in retail banking products & services, and able to ensure excellent services are provided Proactive, mature, independent, customer-focused, and pleasant Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage This position is subject to the Mandatory Reference Checking (MRC) Scheme which is implemented by the Hong Kong Monetary Authority (HKMA).
In the event of BEA proceeding with a potential offer, you are obligated to give consent for the bank to conduct reference checks with your previous employers as part of the final assessment of your suitability for this role.
For more details, please visit The Hong Kong Association of Banks (HKAB)’s website under the Industry Guidelines for FAQs regarding In-Scope Individuals in the MRC Scheme ().
Further information can also be provided on request.
Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Information Collection (Employees) Statement and Privacy Policy Statement.
Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.