Responsibilities:

• Serve High Net Worth Individuals and solicit business opportunities through cross-selling and branch referral.

• Identify customers’ needs and provide customized solutions on a comprehensive range of investment and wealth management products to customers.

• Promote long term client relationships and enhance the company's value proposition.

• Ensure all selling activities are in compliance with the bank’s guidelines.

Requirements:

• University graduate, preferably major in Business Administration, Accounting, Finance or Economics

• Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank

• 3 years' solid experience in serving high-net-worth customers (less experience may also be considered)

• Strong analytical skills and solid track record in developing relationships with customers

• Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin