Recognized for excellence and trusted by clients worldwide

Bachelor's degree in Finance, Economics, or related

3-5 years of client service experience in private banking

金融產品推廣與客户關係管理

高級文憑，金融或商業主修優先

良好溝通技巧與客户服務意識

Attractive remuneration package

Degree in Finance, Economics or related

3-5 years client service experience in private banking

Career advancement opportunities

HK Permanent Resident only

Double Pay, Bonus, Medical insurance, Life insurance

University graduated with IA license in paper 1,3 & 5 pass

At least 5 years in client services, 2-3 years supervisory level

In depth knowledge of insurance principles and terminology

Competitive Salary Package & Bonus

Proficiency in English and at least one other language

Familiarity with financial products and services

5 - 7 years in customer service

IIQE Paper 1, 3 ,5

Deep understanding of Life Insurance products

Handle end-to-end onboarding of new customer accounts

Perform customer due diligence (CDD) for new accounts

Adhere to bank's policies and regulatory requirements

Support business targets achievement

6 years' teller experience or CSM with counter experience

Fluent in English, Chinese, Putonghua advantageous