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Responsibilities: Responsible for account opening and promote general banking products (including insurance, deposit or mortgage etc.) Conduct customer portfolio analysis to identify business opportunities Achieve the sales target by collaborating with colleagues to conduct pre-case study, share sales tactics on bank products and carry out joint-call activities proactively Provide financial solutions to customers to achieve business targets on wealth management Cultivate long-term relationship with customers and explore new business opportunities through marketing and cross-selling bank products and services Requirements: HKCEE /HKALE/ HKDSE holders Passes in IIQE Paper 1, 2 and 3 is a must Passes in HKSI Paper 1,7 and 8 is an advantage At least 6-mth of insurance selling experience Proficient in both spoken and written English and Chinese, knowledge of Mandarin will be an advantage Insurance agents with half year of experience will be consider as General Banking Officers (21.5-28k + incentive ) Insurance agents with more than 1 year of experience AND passed in HKSI + IIQE will be consider as junior Relationship Managers/Insurance specialist (with offer up to 35k) Experienced Candidates will be considered as Senior Relationship Manager / Insurance Specialist / Investment Specialist/ Team Head/ Branch Manager with offer up to 70k If you are interested in this position, please send your updated resume with details of work experience and contact number to us by clicking “ APPLY NOW ”. OR you might contact Ella Chow at 6465-3274 for further discussion.