Wealth Service Manager (Investment Product)

Talent Pro Recruitment Company Limited

  • Central and Western District, Hong Kong
  • Permanent
  • Full-time
  • 19 days ago
Our client, a renowned Banking group in Hong Kong, is now looking for the high caliber candidates for their position of Wealth Service Manager.Responsibilities:Acquire wealth management business through non-face-to-face channels, covering FX products, Equity-Linked Investments (ELIs), unit trusts (UTs), bonds, and other suitable wealth solutions.Proactively engage customers, branch teams, product specialists, treasury, and/or marketing to understand client needs before executing transactions.Support cross-border business activities and execute transactions in full compliance with the Bank’s operational procedures.Carry out sales strictly in accordance with the investment sales process guidelines.Handle outbound calling and manage inbound inquiries across various marketing, sales, and service programs.Requirements:University degree or above2-3 years’ experience in banking with strong investment product knowledgePassed in HKSI license, IIQE licenses is an advantagesStrong communication and interpersonal skillsProficiency in both English and Chinese, with proficiency in Putonghua an advantageAll applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

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