Responsibilities:

• Work closely with Branch Sales to serve High Net Worth customer
• Champion the one-stop personal banking services at branches
• Explore and develop long-term banking relationships with customers
• Identify existing and prospective customers' needs of financial services, including insurance (medical) products
• Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs

Requirements:

• IIQE paper 1, 2, 3 
• 3 years of solid experience in wealth management within the financial & insurance industry
• Solid sales track record in developing relationships with customers
• Fluent Chinese, English and Putonghua in Written and speaking

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