You will assist in acquiring sales of the Bank's mortgage and wealth management products, namely insurance, structured deposits, unit trusts, insurance and mortgages through customer needs based profiling. Meeting with people of all levels, you will proactively manage and build customer relationships and also to up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments.
You should be a Degree holder with at least 2 years experience in banking sales experience and necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 1, 5, 8 & 9. Proficiency in both written and spoken English and Chinese would be an asset.
If you meet our requirements, you are welcome to write in or email to:-
(Only shortlisted candidates will be notified)
