To provide excellent service to customers to satisfy customers’ wealth management needs through proactive business solicitation and relationship building.
Job Responsibilities :
Introduce, demonstrate and cross-sell mainly for wealth management products and services and mortgage loan to customers.
Enhance and deepen customer relationship through the execution of proactive relationship building and selling activities.
Address customer needs through cross-selling on need basis and if necessary, make referrals as appropriate.
Promote and cross-sell products mainly on wealth management products.
Require to achieve the predetermined sales goals in view of increased customer demand and keen market competition.
To meet the challenge, you should possess the following qualifications and attributes :
Degree holder with 1 to 2 years’ experience in selling both insurance & investment products
IIQE paper 1, 2 , 3 & 5 and HKSI paper 1, 7 & 8
Good interpersonal and communication skills
Good command of written and spoken English and Chinese