Job Description
- Detailed wealth planning for retail customers
- Bridging customers’ financial gaps with wealth management products, namely insurance, deposits, unit trusts and mortgages through customers’ needs-based profiling
- Proactively manage and build customer relationships
- Up-sell to existing customers through in-branch activities, road shows, referrals, tele-consulting and follow-up appointments
Requirements
- A recognised University Degree or professional qualifications
- At least 1 year of experience in banking wealth planning
- Necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
- Effectively bilingual in English and Chinese so as to communicate with Chinese-speaking customers
