Dah Sing Bank

(Assistant) Wealth Services Manager

Dah Sing Bank  •  Hong Kong, HK (Onsite)  •  3 months ago
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Job Description

Job Purpose:

To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face channels.

Main Responsibilities:

  • 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.


Incumbent Requirements:

  • 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.
  • Candidate with the qualification of ECF is an advantage.
  • 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

Dah Sing Bank

About Dah Sing Bank

About Dah Sing Bank

Dah Sing Bank, Limited is a wholly-owned subsidiary of Dah Sing Banking Group (HKG:2356) which is listed on the Hong Kong Stock Exchange. Founded in Hong Kong over 70 years ago, Dah Sing Bank has been providing quality banking products and services to our customers with a vision to be “The Local Bank with a Personal Touch”. Over the years, the Bank has been rigorous in delivering on our brand promise to grow with our customers in Hong Kong, the Greater Bay Area and beyond – "Together We Progress and Prosper". Building on our experience and solid foundation in the industry, the Bank’s scope of professional services now spans retail banking, private banking, business and commercial banking. Meanwhile, the Bank is also making significant investments in our digital banking capabilities to stay abreast with smart banking developments in Hong Kong and to support financial inclusion at large.

In addition to its Hong Kong banking operations, Dah Sing Bank also has wholly-owned subsidiaries including Dah Sing Bank (China) Limited, Banco Comercial de Macau, and OK Finance Limited. It is also a strategic shareholder of Bank of Chongqing with a shareholding of about 15%. Dah Sing Bank and its subsidiaries now have around 70 branches operating in Hong Kong, Macau and Mainland China.

This Page is written by the Bank in English. Any automated translated text in other languages appearing on this Page is not written or provided by the Bank and the Bank shall not be liable for any related issue or error.

This service/product is not targeted at customers in the EU.

本專頁由本行以英文撰寫。於本專頁出現之任何其他語言自動翻譯版本並不由本行撰寫或提供，本行將不承擔任何相關問題或錯誤。

本服務／產品並不是以歐盟的人士為目標。

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Hong Kong, HK
Year Founded
Unknown
Website
dahsing.com
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