Job summary
| Job category | Administrative (Human Resources / Finance / Legal / Public Relations)／Management in Management Department |
|---|---|
| Industry | Other／ |
| Employment type | Uncategorized |
| Position level | Other |
| Number of openings | 1 |
| Desired entry time | - |
| Required language skill |
English （Conversation） Chinese （Conversation） |
| Foreign language competence | - |
| Working hours | Others |
| Welfares / Leave systems |
Work details
- Develop and maintain strong relationships with high-net-worth clients.
- Understand clients' financial goals and provide tailored wealth management and insurance solutions.
- Conduct regular reviews with clients to assess their financial needs and adjust strategies as necessary.
- Promote and sell the bank's wealth management and insurance products.
- Identify opportunities for cross-selling and up-selling to maximize client value.
- Achieve individual and team sales targets.
- Provide expert advice on investment strategies, portfolio management, and insurance planning.
- Develop comprehensive financial plans that align with clients' objectives and risk tolerance.
- Ensure all activities comply with regulatory requirements and bank policies.
- Maintain accurate records of client interactions, transactions, and service requests.
- Prepare and present regular reports on client portfolios and performance.
- Address client inquiries and resolve issues promptly and professionally.
- Ensure a high level of client satisfaction through proactive communication and exceptional service.
- Stay updated on market trends, financial products, and industry developments.
- Contribute to the development and execution of marketing strategies to attract and retain clients.
・Bachelor's degree in Finance, Business Administration, Economics, or a related field.
・Have WPPE/AAJI certification.
・Minimum of 3 years of experience in wealth management, financial advisory, or insurance sales.
・Proven track record of managing high-net-worth client relationships and achieving sales targets.
・Strong understanding of financial markets, investment products, and insurance solutions.
・Excellent communication, interpersonal, and negotiation skills.
・Ability to analyze financial data and develop customized solutions.
・Proficiency in CRM software and other relevant financial tools.
・Client-focused with a strong commitment to providing exceptional service.
・High level of integrity and professionalism.
・Strong analytical and problem-solving abilities.
・Ability to work independently and as part of a team.
About interview
