Wealth Management Officer II - Personal Banking

The Bank of East Asia, Limited; Hong Kong; Sur place; HKD 240 000 - 420 000; Plein temps

Résumé du poste

The Bank of East Asia, Limited is seeking a Wealth Management Officer II in Personal Banking. The role supports Relationship Managers with operational, administrative and marketing tasks, handles customer inquiries, and drives sales referrals to enhance client experience.

The candidate should have a university degree, relevant IIQE/HKSI qualifications is a plus, and at least 3 years in retail banking. Proficiency in MS Office and bilingual communication (Eng/Chinese) is desired.

Qualifications

• University degree preferred.
• Passed IIQE Paper 1-3 or equivalent is preferred.
• HKSI & MPF exams knowledge is a plus.
• Minimum 3 years’ experience, preferably in retail banking.
• Familiar with retail banking products and market trends.
• Strong communication and team skills; proficient in MS Office.

Responsabilités

• Provide operational, administrative and marketing support to Relationship Managers.
• Handle customer enquiries and perform sales referral activities.
• Deliver customer experience support to enhance service quality in a timely, accurate and responsive manner.
• Support daily marketing activities and prepare reports and scheduling of customer appointments.
• Assist in in-branch and off-site promotions and campaigns.
• Comply with HKMA references checks and internal policies when applying.

Connaissances

Customer service

Communication

Retail banking knowledge

Putonghua

Eng/Chi bilingual

Formation

University degree

Outils

MS Office

Description du poste

Wealth Management Officer II - Personal Banking

To be a team member of Branch Distribution & Services Department

To provide operational, administrative and marketing services support to Relationship Managers

To handle customers’ enquiries and performing sales referral activities, and customer experience support to enhance service quality in a timely, accurate and responsive manner

To support daily marketing activities and perform administrative duties,such aspreparing reports and scheduling customer appointments etc.

To assist in various marketing activities, both in-branch and off-site promotions

Requirements

University graduate preferred

Passed in the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent)

Passed in the HKSI & MPF Examination (or equivalent) is an added advantage

Minimum of 3 years' working experience, preferably gained in retail banking field

Familiar with retail banking products and related market trend

A good team player with strong communication skill, and able to manage tasks efficiently

Proficient in MS Office application

Good command of spoken and written English and Chinese, preferably including Putonghua

(Candidates with less working experience will be considered for the position of Marketing Assistant)

This position is subject to the Mandatory Reference Checking (MRC) Scheme which is implemented by the Hong Kong Monetary Authority (HKMA). In the event of BEA proceeding with a potential offer, you are obligated to give consent for the bank to conduct reference checks with your previous employers as part of the final assessment of your suitability for this role. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website under the Industry Guidelines for FAQs regarding In-Scope Individuals in the MRC Scheme (https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2). Further information can also be provided on request.

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.

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Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?

Incorporated in Hong Kong in 1918, The Bank of East Asia, Limited ("BEA") is dedicated to providing comprehensive wholesale banking, personal banking, wealth management, and investment services to its customers in Hong Kong, the Chinese Mainland, and other major markets around the world.

BEA is a leading Hong Kong-based financial services group listed on The Stock Exchange of Hong Kong, serving the needs of customers throughout Greater China and beyond, with total consolidated assets of HK$891.4 billion (US$113.5 billion) as of 30 June 2025. BEA also operates one of the largest branch networks in Hong Kong, with 47 branches, 41 SupremeGold Centres, and 3 i-Financial Centres.

Incorporated in Hong Kong in 1918, The Bank of East Asia, Limited ("BEA") is dedicated to providing comprehensive wholesale banking, personal banking, wealth management, and investment services to its customers in Hong Kong, the Chinese Mainland, and other major markets around the world.

BEA is a leading Hong Kong-based financial services group listed on The Stock Exchange of Hong Kong, serving the needs of customers throughout Greater China and beyond, with total consolidated assets of HK$891.4 billion (US$113.5 billion) as of 30 June 2025. BEA also operates one of the largest branch networks in Hong Kong, with 47 branches, 41 SupremeGold Centres, and 3 i-Financial Centres.

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