Overview
One‑Stop Retail Banking Exposure
Career Progression Path
Regulatory License Support
Role Summary
Retail: 1+ year relevant experience in banking or financial institution background.
Bachelor's degree preferred; HKDSE/HKCEE holders with 5 passes including Chinese, English, and Maths considered.
HKSI & IIQE qualifications required (obtainable within probation if not held).
More experience considered for Senior Personal Financial Consultant.
Key Responsibilities
Provide high-quality one‑stop retail banking services to retail banking customers.
Promote a wide range of retail products, including but not limited to investment and insurance, to explore new business opportunities.
Solicit potential business opportunities and make referrals to related segments.
Ensure all activities comply with regulatory requirements and bank policies.
Perform other related duties as assigned.
Requirements
Bachelor's degree in any discipline preferred; or 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chinese, English, and Mathematics, or equivalent.
HKSI & IIQE qualifications required; candidates holding either HKSI or IIQE are welcome but must obtain both within probation period.
At least 1 year relevant experience, preferably in banking and financial institution background.
ECF (Retail Wealth Management) qualification preferred.
Sales-driven, result‑oriented, and able to work under pressure.
Good communication and interpersonal skills.
Good spoken English, Cantonese, and Mandarin.
Proficient in MS Office and computer skills.
More experience will be considered as Senior Personal Financial Consultant.
