(Assistant) Wealth Services Manager

Job Purpose: To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face channels. Main Responsibilities: Meet / exceed sales target assigned. Solicit wealth business by non-face-to-face channels, 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. Process transaction by adhering to the Bank’s operational procedures. Conduct sales through strict compliance of investment sales process guidelines.

Conduct outbound call and manage inbound call on various marketing, sales & service program. Incumbent Requirements: 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. Candidate with the qualification of ECF is an advantage. Good command of spoken & written in English and Chinese. Fluency in Putonghua is preferable. This position is an in-scope position under the Mandatory Reference Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details. https://www.hkab.org.hk/tc/page/5/mandatory-reference-checking-scheme-phase-2