About the role
FinEx AI summary
Provides comprehensive retail banking services and builds customer relationships, recommending suitable financial services to achieve business targets. Includes participating in promotional campaigns. Requires a degree, at least three years' retail banking experience, IIQE/HKSI passes, and English and Chinese proficiency.
Core skills Retail banking Customer relationship management Financial needs analysis Insurance Intermediaries Qualifying Examinations (IIQE) HKSI Licensing Examinations Business target achievement
Role details
Work style On-Site
Posted 21 Sep 2026
Sales
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