• Proven experience in client acquisition and new business development.

• Qualifications in HKSI and IIQE.

• Strong background in managing high-net-worth (HNW) client accounts with personalized service.

• Established network and experience in markets, with good understanding of local client needs.

• Solid technical knowledge of consumer banking products, including Treasury, Equities, Funds, and Insurance.

• Excellent command of Mandarin/ Cantonese and English.

Job Responsibilities:

• Drive new business, acquisition, and referral growth while strengthening existing Priority Client relationships in line with service standards.

• Conduct professional financial analysis and client profiling to identify and meet financial objectives.

• Provide regular market updates and insights on local and global financial products to enhance client engagement.

• Collaborate with team leaders to set monthly plans and achieve sales and acquisition targets.

• Participate in marketing campaigns and prospecting activities to expand the client base.

• Deliver efficient after-sales support and manage client retention and anti-attrition efforts.

• Organize and lead sales presentations for corporate and community groups.

• Generate referrals through cross-team collaboration within the Bank.

• Uphold the Bank’s Values and Code of Conduct, demonstrating integrity and ethical standards.

• Ensure compliance with all laws, regulations, and internal policies.

• Identify, escalate, and resolve risk and conduct issues effectively and collaboratively.

  Other Responsibilities

• Promote the "Here for good" brand values and fulfil additional duties under business or functional policies.