Minimum of 5 years' experience Exp in selling retail investment products e.g. structured products etc Keep abreast of market changes
Responsibilities:Formulate business strategy with branch sales management to achieve the business targets set in the area and branch business plans for wealth products Provide technical support and increase productivity of sales staff in their dealings with customer through engaging in activities like joint sales meetings, support sales staff quality guideline reinforcement training and create synergy with other business support teams Work closely with relationship sales staff to identify customer financial needs on wealth management products and deliver high quality wealth management solutions Keep abreast of market changes and provide timely market and product update and sales ideas to frontline sales staff to drive the business
Requirements:Bachelor's Degree or above in Banking, Finance, Economics or related disciplines preferred Minimum of 5 years' experience in selling retail investment products including investment funds and structured products Pass in
IIQE papers 1, 2, 3 &
HKSI papers 1, 7, 8 Relevant Enhanced Competency Framework (ECF) qualification is preferable Good knowledge of investment products and insurance products such as investment funds, bonds, structure and FX related products Familiar with regulatory requirements on insurance selling & product development & risk control, etc Proficient in both spoken and written Chinese (Mandarin and Cantonese) and English Benefit / Other Information: 5-day week Discretionary bonus Education subsidies Birthday leave Marriage leave Extra maternity leave Extra Paternity Leave Examination leave Insurance plan Medical plan Family medical plan Dental plan We offer competitive remuneration package and promising career opportunities to the successful candidates.
Interested parties, please send full resume with current & expected salary and the date of availability to The HR Division, G.P.O.
Box 2535, HK , or by clicking Apply Now.
Please quote reference on your application.
Information provided will be treated in strict confidence and only be used for recruitment purposes.
Personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.
The Mandatory Reference Checking (MRC) Scheme is a regulatory framework established by the Hong Kong Monetary Authority, which requires banks to check the conduct history of prospective employees for positions defined under the scheme.
Therefore, MRC will be a part of our selection process if you apply for the in-scope positions.
For details, please refer to the “Frequently Asked Questions for In-Scope Individuals” () published by
HKAB.