Wealth Banking Advisor – Hong Kong

Leadingnation; Hong Kong; On-site; HKD 360,000 - 540,000; Full time

Benefits offered by this job

Wellness programs

Learning and development resources

Job summary

A leading financial services provider in Hong Kong is seeking a Banking Executive to engage with clients, understand their financial needs, and offer appropriate products. The ideal candidate will have a Bachelor’s degree, experience in financial sales, and strong communication and sales skills. This role requires customer relationship management and meeting sales targets while adhering to regulatory compliance. The position offers various employee wellness programs and development resources.

Qualifications

• Bachelor’s degree or equivalent experience.
• Prior experience in financial sales and customer service is preferred.
• Strong written and verbal communication skills.
• Proficient in using technology.

Responsibilities

• Proactively approach clients to understand their needs and requirements.
• Provide advice and product information to clients.
• Build and maintain customer relationships.
• Achieve or exceed sales targets.
• Ensure compliance with laws and policies.

Skills

Financial sales experience

Customer service

Clear communication

Sales skills

Problem-solving

Negotiation skills

Relationship management

Education

Bachelor’s degree or equivalent experience

Tools

Computer skills

Job description

A leading financial services provider in Hong Kong is seeking a Banking Executive to engage with clients, understand their financial needs, and offer appropriate products. The ideal candidate will have a Bachelor’s degree, experience in financial sales, and strong communication and sales skills. This role requires customer relationship management and meeting sales targets while adhering to regulatory compliance. The position offers various employee wellness programs and development resources.