Key Responsibilities

• Manage and grow a designated portfolio of retail banking clients.

• Conduct financial reviews to identify cross-selling opportunities (Investments, Insurance, Deposits).

• Ensure full compliance while maximizing sales performance.

Requirements

• Qualifications: Must hold IIQE 1,2,3 & HKSI 1,7,8.

• Experience: Minimum 3 years of wealth management sales experience in Hong Kong retail banking.

• Skills: Strong business acumen with a proven track record in cross-selling and up-selling.

• Mindset: A self-starter who can work independently but thrives on team collaboration to achieve branch goals.

Email Address : [email protected]