Job ID: 891

Location: Kwun Tong, HK

Area of interest: Private Banking & Wealth Management

Job type: Regular Employee

Work style:

Opening date: Apr 2, 2025

• To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency
• To collaborate with branch sales staff to broaden active client base and deepen banking relationship with existing clients, particular in Priority Private Segment.
• To work closely with branch sales staff to provide solutions for clients’ reference

• To work close with RM, deepen client's banking relationships; actively explore business potentials and identify solutions to suit the clients’ needs.
• Provide professional and competent service to clients, to facilitate client investment needs and objectives
• Foster and deepen client’s relationships by providing regular market update or portfolio reviews for appropriate follow up calls
• To meet the agreed KPI target set at scorecard, for both financial and non-financial KPI
• To provide training and coaching support to branch sales staff such that to uplift the sales productivity and product knowledge

• To execute clients’ order and respond client enquiry accurately and efficiently
• To comply with the guidelines listed in operation manual and IPSP on all sales process

• Be a dedicated Team-Player. Served as mentor and role module of the team
• Self-motivated and be positive thinking
• Be professional and knowledgeable in relevant products
• Ensure ongoing self-development to upskill ourselves with personal skills, product knowledge and market knowledge
• Support line managers and Business Head to create a positive working environment and drive business priorities and initiatives

• To comply with money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Office and line manager.

• Strictly follow the Internal and External Guidelines
• All activities are bounded by Bank Governance frameworks

• Internal Contacts
• Treasury Service Centre (TSC) non-sales staff
• For operation and sales supports

• HKSI 1,7 & 8
• Extensive Knowledge on insurance products
• Good presentation and selling skill
• Communicate with client to understand the client needs

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.