Responsibilities:
• Actively calling on clients to deepen relationships with affluent clients and proactively owning, responding to and anticipating any future needs, challenges or risks
• Uncovering customers’ underlying needs and expectations
• Introducing a wide range of investment, wealth management and treasury products to assist clients in building and strengthening an effective portfolio
• Delivering superior customer experience by proactive sharing markets updates, trend and intelligence
• Partnering with product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
• Being forward thinking and planning ahead for ways our client can differentiate itself from competitors
• Leveraging the expertise and capabilities of other bank businesses to better achieve mutual business goals together
• Networking with clients in order to create new business contacts
• Driving innovation on the solutions we provide clients and further developing our business
Qualifications:
• A minimum of two years’ relationship management experience in retail banking industry
• University graduate in finance, economics, engineering or related disciplines, with a strong interest in treasury products
• Chartered Financial Analyst (“CFA”), Certified Financial Planner (“CFP”) or Certified Financial Marketing Planner (“CFMP”) is preferable, Qualified Financial Risk Manager (“FRM”) is an advantage
• Achievement and result-oriented, with an aim to excel himself/herself
• Mature, independent, with excellent communication and relationship building skills
• A self-starter with passion, confidence and good team spirit
• Holder of HKSI LE paper 1, 7 & 8 and IIQE paper 1, 2, 3 & 5 or equivalent
• Good command of English, Cantonese and Mandarin