Responsibilities

• Build up and maintain client relationships by meeting their needs with the bank’s financial and investment product solutions
• Develop client business with the aim to provide services to help manage their assets
• Promote the bank’s wealth management services to potential customers, identify their needs and make referrals to other business units where appropriate
• Ensure that all the sales activities, services and transactions are in compliance with the bank’s credit control standards and regulatory requirements

Requirements

• University graduate with qualification in HKSI and IIQAS
• Minimum 5 years' experience in financial services, including the management and growth of a customer portfolio
• Ideally possess a Certified Financial PlannerCM or Certified Financial Management Planner qualification or other relevant qualifications
• Self-motivated with excellent communication skills and outgoing with a strong customer focus
• Fluency in English and Cantonese, with Putonghua preferred

We offer successful candidates an attriactive remuneration package. For Candidates who are willing to take up the challenge and build a bright career with us, please send a resume with a cover letter by e-mail at hrp@cmbwinglungbank.com.