- Upsell Investment & Insurance Products - Achieve sales targets assigned - Build and maintain relationships with clients - CV to email@example.com | WhatsApp : +852 93393267
- An opportunity to grow within the company that will provide a clear career path and personal development.
- High exposure role to Investment and Insurance Products.
Our clients include Retail Banking and Wealth Management that provide customers with financial solutions to help them manage their wealth.
- Provide financial planning services and advice to retail clients and high-net-worth customers
- Promote a range of investment and insurance banking products to customers to discovery new business opportunities.
- Build and maintain relationships with customers by delivering personalised service to individual clients.
- Work within company policies & guidelines to maintain compliance requirements and operational risks.
- Assist in ad hoc duties when required.
- Candidates with University level education will have an advantage.
- Valid License holder of HKSI 1,7,8 and IIQE 1,3,5.
- Preferably a minimum of two years' experience in selling investment, insurance and banking products.
- Strong sales and customer orientation, with good communication and interpersonal skills.
- Self-motivated individual with the ability to work under pressure.
- Proficiency in both English and Cantonese, Mandarin would be an advantage.
- High level of customer service mindset with dedication to deliver exceptional quality services for customers.
Please contact Karen TSANG at 3898 5518 ( Whatsapp: +852 9339 3267 | Email : firstname.lastname@example.org )