At a glanceSummarised by Seekless from the posting.
Must have7
Serve and provide wealth management services to high net worth customers
Promote various investment products to meet business targets
Provide marketing support to branch staff
Minimum 5 years’ experience in handling affluent customers
Pass in HKSI and IIQE Licensing Examinations
Strong sales driven and result-oriented
Proficiency in both written and spoken English, Chinese and Putonghua
Nice to have4
Holder of bachelor’s degree in any disciplines is preferred
5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
Preferably with CFA or CFP qualifications
Possess qualifications of ECF-RWM would be an advantage
Benefits
Competitive base salary
WHO WE ARE:
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
Responsibilities
What you will be doing:
•
Serve and provide wealth management services to high net worth customers
•
Promote various investment products to meet business targets
•
Provide marketing support to branch staff
Requirements
What we are looking for:
•
Holder of bachelor’s degree in any disciplines is preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
•
Minimum 5 years’ experience in handling affluent customers
•
Pass in HKSI and IIQE Licensing Examinations
•
Preferably with CFA or CFP qualifications
•
Possess qualifications of ECF-RWM would be an advantage
•
Strong sales driven and result-oriented
•
Proficiency in both written and spoken English, Chinese and Putonghua
What we offer:
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.