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 bankingCustomer relationship managementFinancial needs analysisInsurance Intermediaries Qualifying Examinations (IIQE)HKSI Licensing ExaminationsBusiness target achievement