Wealth Management Professional
2 days ago
Role Overview
We are seeking a Wealth Management Professional to join our Retail Banking team at BANK OF CHINA LIMITED.
About the Role
This is an exciting opportunity for a self-driven and customer-centric individual who can tailor holistic financial planning solutions to address customers' unique needs and grow their wealth with us.
The successful candidate will be equipped with the necessary regulatory certifications, have strong interpersonal skills, and consistently achieve sales targets.
Key Responsibilities
- Provide comprehensive financial advice and wealth management solutions for retail customers, including insurance and unit trusts.
- Be well-versed in the bank's products and services to address customers' financial needs.
- Establish new customer relationships, proactively develop and manage your customer's wealth portfolio to generate revenue.
- Consistently meet sales targets and all other deliverables.
Requirements
- Diploma qualification or higher.
- At least 1 year of relevant financial advisory experience in banking and/or financial services. Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role.
- Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance.
- Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets.
- Good knowledge of wealth management and investment products, as well as industry trends.
- Willing to work on a flexible schedule that includes roadshows on weekends.
Salary: $80,000 - $120,000 per annum
Our company offers a competitive salary and benefits package to successful candidates.
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