Responsibilities  

1. Provide financial solutions to customers to achieve business targets on wealth management
2. Identify customer needs through financial analysis and portfolio review
3. Conduct regular review and analysis on customers’ portfolios

Requirements

1. Bachelor degree in business, finance, related field with at least 2 years of experiences working in banking and/or Financial market
2. Certificate qualification in HKSI and IIQE are mandatory
3. Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills
4. Good understanding of the major products or services available in the private banking industry
5. Cheerful, self-initiative, stable and customer-oriented;
6. Result-oriented, enthusiastic, systematic with good communication skills.
7. Excellent command of written and spoken Chinese and English.