Meet / exceed sales target assigned
Solicit investment product knowledge including FX related products, Equity Link Investments (ELI), Investment Fund (UT), Bonds or other wealth management products as appropriate.
Work to understand customers’ needs through proactive communication with customers, branch staff, product specialists, treasury and/or marketing teams prior to completing transactions.
Support GBA (cross border) business is advantage
Process transaction by adhering to the Bank’s operational procedures.
University degree with minimum 3-year experience in sales of Investment products or lower academic qualifications with substantial years of relevant experience.
Professional licensing qualifications on HKSI Papers 1, 7 & 8
Good command of spoken & written in English and Chinese. Fluency in Putonghua is preferable.