VIP Wealth Management Advisor

Dah Sing Financial Group; Hong Kong; On-site; HKD 200,880 - 279,000; Full time

Job summary

A prominent banking institution in Hong Kong seeks a professional to provide exceptional service to VIP banking customers. The role focuses on enhancing customer relationships, cross-selling wealth management products, and achieving sales goals. Ideal candidates should have a relevant university degree or secondary education with experience in banking, particularly in selling insurance products. Strong proactive relationship-building skills are essential for success in this competitive environment.

Qualifications

• University degree with 1 year or secondary education with 2 years’ experience in banking.
• Experience in selling insurance products is preferable.

Responsibilities

• Provide excellent service to VIP banking customers.
• Introduce and cross-sell wealth management products.
• Enhance customer relationships through proactive activities.
• Achieve predetermined sales goals.
• Conduct operational procedures in a compliant manner.

Skills

Excellent service delivery

Proactive relationship building

Cross-selling skills

Customer needs assessment

Education

University degree or secondary education with relevant experience

IIQE paper 1, 2 & 3

Job description

A prominent banking institution in Hong Kong seeks a professional to provide exceptional service to VIP banking customers. The role focuses on enhancing customer relationships, cross-selling wealth management products, and achieving sales goals. Ideal candidates should have a relevant university degree or secondary education with experience in banking, particularly in selling insurance products. Strong proactive relationship-building skills are essential for success in this competitive environment.