Wealth Services Manager / Assistant Wealth Services Manager

Wealth Services Manager / Assistant Wealth Services Manager

Dah Sing Bank
Hong Kong
3-50 years
Not Specified

Job Description


To provide excellent service to satisfy customer's wealth management needs and solicit wealth business through non-face-to-face channels .
  • Meet / exceed sales target assigned
  • Solicit wealth business by non-face-to-face channels, including FX related products, Equity Link Investments (ELI), Investment Fund (UT), Bonds or other wealth management products as appropriate .
  • Work to understand customers needs through proactive communication with customers, branch staff, product specialists, treasury and/or marketing teams prior to completing transactions .
  • Support GBA (cross border) business
  • Process transaction by adhering to the Bank's operational procedures .
  • Conduct sales through strict compliance of investment sales process guidelines .
  • Conduct outbound call and manage inbound call on various marketing, sales & service program .

  • University degree with minimum 3-year experience in sales of Investment products or lower academic qualifications with substantial years of relevant experience .
  • Professional licensing qualifications on HKSI Papers 1, 7 & 8
  • Good command of spoken & written in English and Chinese. Fluency in Putonghua is preferable .

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