General Banking Officer/PBM/ Junior RM

Job Description
Responsibilities:

• Identify customers' needs and match their needs with appropriate products and services including insurance and investment products
• Build long-term relationship to high net wealth client
• Provide financial solutions to customers to achieve business targets on wealth management
• Cultivate long-term relationship with customers and explore new business opportunities through marketing and cross-selling bank products and services
  Requirements:
• HKCEE /HKALE/ HKDSE holders with at 1 year banking/insurance selling experience
• Passes in IIQE Paper 1, 2 and 3
• Passes in HKSI Paper 1,7 and 8 is an advantage
• Proactive and willing to achieve the assigned sale target
• Proficient in both spoken and written English and Chinese, knowledge of Mandarin will be an advantage
• Insurance agents with half year of experience will be consider as General Banking Officers (21.5k - 26k)
• Insurance agents with more than 1 year of experience AND passed in HKSI + IIQE will be consider as junior Relationship Managers (with offer up to 38k)
• Experienced Candidates will considered as Senior Relationship Manager / Insurance Specialist / Investment Specialist/ Team Head/ Branch Manager with offer up to 70k