銀行關係經理（金融規劃師/保險經紀歡迎加入）

Responsibilities

• Achieve business goals through proactive business solicitation and relationship building with customers

• Introduce and demonstrate Insurance and Investment products to customers

• Address customer needs by providing quality customer service and financial advice to customers

• Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines.
  
  

Requirements

• Minimum 2 years of branch sales experience in banking industry

• Proficient in Cantonese, English and Mandarin

• IIQE Paper 1, 2, 3 & HKSI Paper 1, 7 ,8