Senior Wealth Services Officer

About Dah Sing Group
The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China.
Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent, but alike in the capacity for growth. Our task is to shape a culture that creates a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self, like at home.

Job Purpose:

Collaborate with different channel's sales staff to complete investment transactions by phone

Main Responsibilities:

• Achieve KPI & support WS Team to meet sales target.
• Complete investment transactions by phone for all investment products, including Equity Link Investments (ELI), Investment Funds (UT), Secondary Market Bonds, CLPGD, Currency Switching (CS), CLPD etc.
• Process transactions by adhering to the Bank ' s operational procedures.
• Conduct other cross sales activities and service back up such as supporting other hotlines.
• Conduct outbound call on various marketing, sales & service program.

Incumbent Requirements:

• University degree with minimum 2-year experience in sales or service delivery of retail 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.

This position is an in-scope position under the Mandatory Reference Checking Scheme. Please refer to the FAQs for In-Scope Individuals issued by the Hong Kong Association of Banks for details.

https://www.hkab.org.hk/tc/page/5/mandatory-reference-checking-scheme-phase-2

Please note that only shortlisted candidates will be notified.