
Universal Banker MPF - Wealth and Personal Banking
- Central, Hong Kong
- Permanent
- Full-time
- Provide excellent customer service, enabling customers to enjoy the full benefits of our Mandatory Provident Funds and Employee Benefits products
- Discover customers' banking needs during client appointment and capture account acquisition business opportunities
- Complete business fulfilment process as appropriate
- Establish good rapport and maintain relationship with customers, handling enquiries, resolving customer problems or complaints and follow up with customer's applications
- Collaborate with branches to provide one-stop banking solutions to customers to fulfill their financial needs
- Maintain a smooth & efficient in daily operations
- Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories
- University degree holder or equivalent with sound experience
- Qualified with Insurance Intermediaries Qualifying Examination qualification
- Passed in the HKSI Licensing Examination Paper 1,7 & 8
- Solid experience in the banking industry being in front-line/customer service roles
- Basic understanding of the Mandatory Provident Funds or Occupational Retirement Schemes Ordinance business and product knowledge
- Team player with a self-motivated mind-set and genuine interest in banking industry
- Excellent interpersonal and presentation skills
- Effective problem-solving skills
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
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