PeopleSearch has been voted “Top 10 HR Vendor of the Year” by readers of Human Resources magazine since 2007. Our clients are market leaders with aggressive growth plans. If you are looking for a challenging career that will bring you to new levels of success, we would be delighted to meet...

PeopleSearch has been voted “Top 10 HR Vendor of the Year” by readers of Human Resources magazine since 2007.

Our clients are market leaders with aggressive growth plans. If you are looking for a challenging career that will bring you to new levels of success, we would be delighted to meet you and understand your career goals better.

Personal Banking Manager/ Financial Planning Manager (Banking Industry)

Job level Entry
Work exp Less than 1 year
Education Form 5 or DSE below
Location Hong Kong
Employment type
Industry Banking
Job function Banking / Finance > Retail Banking / Branch Banking
Sales / Business Development / Customer Service > Business Development
Banking / Finance > Account / Relationship Management
Published On 20/10/2016
ref. PSH/WM/LN0107D

A leading Global Bank is seeking Business Development Officer, Priority Acquisition, previous named as Personal Financial Consultant to join the team due to continued growth in the demand for their banking services. This is an excellent opportunity to join a market leading organization and enjoy superb career progression.

 

Personal Financial Consultant

           

RESPONSIBILITIES:

Understand customer needs and relate product features, enabling customers to enjoy the full benefits of our comprehensive range of products and services

Ensure high sales quality and that all sales activities conducted are compliant with regulatory requirements and Quality Assurance (QA) standards

Support the Bank’s initiatives as and when necessary

Maximize business opportunities from and outbound calls by providing excellent levels of customer service but no target volume

 

REQUIREMENTS:

HKSI paper 1,7,8 is preferred

Welcome Fresh Graduate with Business or related discipline

Minimum HKCEE Chin, Eng and Maths Passed

Academic qualification need to fulfil the license registration requirement

With strong sales drive

Ambitious and positive approach, with a strong sales mindset

Effective communication and influencing skills

Fluency in Cantonese and English, with Putonghua proficiency a definite advantage

 

Financial Planning Manager

 

RESPONSIBILITIES:

Manage the sales and service environment at the branch to ensure successful implementation of Personal Financial Services insurance sales strategy and profitability through the selling of insurance products to high net worth Premier customers

Reporting to Senior Relationship Managers, you will partner with experienced Relationship Managers to create and capture Insurance sales opportunities by identifying customers’ wealth management needs and introducing appropriate insurance solutions

Stationed at the bank branches and work closely with District / Branch Managers and other referral staff to conduct insurance sales

Implement business plans at the bank branches for promoting insurance and investment business

 

REQUIREMENTS:

Degree holder with passes in IIQE Paper 1, 3 and 5, HKSI 1, 7& 8

Minimum of 1 year relevant experience in insurance or banking industry, with proven track record in financial planning

Excellent time management and communication skills

Strong in customer selling and sound relationship building skills with branch staff

Flexible and adaptable working in bank branches environment

Proficiency in MS Office applications

Good command of both written and spoken English and Chinese

 

Interested Applicants please send your full resume (in Word format) together with present and expected salary to Lainna Ng:

 

Tel: (852) 2521-5118 ext.817 or (852) 6377-1870

Email: lainnang@pplesearch.com

 

**Only shortlisted candidates will be contacted for a more detailed discussion**