Responsibilities

• Build up and maintain client relationships by solving their needs with the bank’s financial and investment product solutions
• Develop client business with the aim to help manage their total asset

Requirements

• University graduate with major in Finance, Economics or business-related disciplines
• Minimum 5 years of experience in financial services, including the management and growth of a customer portfolio
• Have a licence to sell insurance products and a pass in HKSI Foundation Programme Examination, or equivalent
• 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
• Proficiency in both written and spoken English and Chinese (Cantonese and Putonghua)

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.