Direct Sales

Job responsibilities:
 
 
Primarily responsible for onboarding and managing new clients
 
Participate in global training programs and keeping oneself updated with all the new product launches
 
Participate in internal and external events such as seminars, expos and roadshows
 
Making calls to new or potential clients to expand client base and ensure prompt follow up with clients
 
 
Job Requirements:
 
 
HKSI paper 1, 2 is a plus
 
Degree holder, preferably with 1-3 years of related front office experience in the financial industry. Ideally from private banking segment with resources of HNW mainlanders and Taiwanese residing in HK
 
Fluent in English and Mandarin and Cantonese
 
Possess excellent customer service skills and proactive in following up with clients.
 
IT competence including good Microsoft office & power-point skills
 
 
 
 
If interested, please click "apply" or reach out to Gloria Yu via [email protected] or 2919 6121 for a confidential chat
 

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