Minimum 1 years' experience in retail banking / Customer Service
Proficiency in English, Cantonese and Putonghua
HKCEE / DSE (full pass) or other relevant qualification
Manage and develop wealth management portfolio
At least 2 years' experience in Retail/Private Banking
HKSI Paper 1, 7, 8 and IIQE Paper 1, 2, 3 preferable
Match customers' needs with insurance and investment products
HKCEE /HKALE/ HKDSE holders with 1 year banking/insurance experience
Experienced candidates considered for Senior Relationship Manager with offer up to 70k
Passes in IIQE Paper 1, 2 and 3
Insurance agents with more than 1 year of experience AND passed in HKSI + IIQE will be consider as junior Relationship Managers
Experienced Candidates will considered as Senior Relationship Manager / Insurance Specialist / Investment Specialist/ Team Head/ Branch Manager with offer up to 70k
University degree in Business Management, Banking, Finance or related
Minimum 2 years banking/financial services experience
Pass Hong Kong Securities Institute Licensing Examinations 1,7,8
Serve ultra high net worth clients
IIQE 1,2,3 and HKSI 1,7,8 required
Fluent Mandarin speaking is an advantage
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