High Net Worth Wealth Management Manager (with banking experience)

工作職責

Job Description ： Implement business plans to achieve preset monthly, quarterly, and yearly sales targets and objective. Generate new personal or corporate business for the company. Identify customers' needs and match needs with appropriate products and services. Provide high quality customers service and professional advise in the best interests of customers. Ensure company sales are in compliance with the Company's policies, procedures and regulatory guidelines.  工作描述： 製定業務計劃, 實現公司預設的月度、季度、年度銷售目標. 為公司創造新個人或企業業務. 確定客戶的需求並將其需求與適當的產品和服務進行匹配. 為客戶的最大利益提供高質量的客戶服務和專業建議. 確保銷售流程符合銀行的政策、程序和監管指南. Requirement： Hold IIQE Paper 1, 3. With IIQE Paper 4, 5 would be an advantage. Degree Holder  5 Years Banking or Insurance Experience of with at least 3 years' sales experience in retail banking, insurance, or brokerage. 工作要求：  持有 IIQE 卷1、3. 持有 IIQE 卷4 和 5 將更有優勢. 學士學位或以上  持有5年銀行或保險經驗，其中至少3年銷售經驗（零售銀行、保險或經濟業務）