
Financial Services Manager (Personal Banking)
- Hong Kong
- Permanent
- Full-time
- Promote full-range of retail banking products and services to achieve sales targets
- Identify customers’ needs and match their needs with appropriate products and services including account opening, credit card, mortgage, personal loan and insurance and MPF products.
- Maintain good relationship with both existing and new clients.
- Degree holder or above or equivalent qualification at HKQF level 5, with minimum 3 years’ experience in promoting retail banking products.
- Passes in Insurance, Securities and Futures Intermediaries Examinations are required. (Qualified under SFO for handling Regulated Activities Types 1 & 4).
- Pass in the MPF Intermediaries Qualifying Examination (Optional)
- Professional qualification of ARWP is an advantage.
- Candidates with less experience will be considered as Deputy Financial Services Manager.
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