Wealth Specialist
Chong Hing Bank
Hong Kong, Hong Kong
source : EFinancialCareers Ltd.

Chong Hing Bank is a well-established, listed commercial bank in Hong Kong and a member of Yuexiu Group, which is one of the leading state-

owned enterprise groups in Guangzhou in terms of economic efficiency. We are committed to actively developing our business in Hong Kong and the Mainland.

To cope with our rapid growth, we are now inviting high calibre candidates to join us in our pursuit for success.


  • Act as the specialist in the field of wealth products. Provide technical support and skill coaching to sales staff within designated area / cluster in order to achieve the business targets.
  • Increase productivity of sales staff through conducting pre-case study and engaging in joint servicing / sales calls with customers.

  • Keep abreast of market changes and provide timely market and product update to both sales staff and customers.
  • Ensure all sales staff follow branch procedures and assure their service quality are in compliance with regulatory requirements.
  • Work in collaboration with Area Managers to support and contribute to sales & service quality improvement
  • Work closely with frontline relationship management and branch sales staff / management on business planning to achieve business goals
  • Requirements

  • University graduate in Finance, Business or related disciplines
  • Minimum 5 years’ relevant experience in retail banking sales and specialist role
  • Qualified under SFO for handling regulated activities Types 1 & 4 and HKFI for insurance products
  • Strong investment & insurance products knowledge including equities, unit trust, bonds and treasury products
  • With ability to be a solution-partner to Relationship Managers
  • Strong leadership with effective coaching and interpersonal skills
  • We offer competitive remuneration package and promising career opportunities to the successful candidates. Interested parties, please send full resume with current & expected salary and the date of availability to The HR Division, G.

    P.O. Box 2535, HK , or by clicking Apply. Please quote reference on your application. Information provided will be treated in strict confidence and only be used for recruitment purposes.

    Personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.

    越秀集團成員A Member of Yuexiu Group

    通過點擊“持續”,我允許neuvoo同意處理我的數據並向我發送電子郵件提醒,詳見neuvoo的 隱私政策 。我可以隨時撤回我的同意或退訂。