About the role
FinEx AI summary
Acquire new affluent clients and grow wallet share through cross-selling and referrals. Provide suitable investment, insurance and banking solutions based on financial needs analysis while ensuring compliance with KYC, AML and regulatory requirements. Requires a degree and at least 3 years of consumer banking sales experience, fluent Mandarin, Cantonese and English.
Core skills
Consumer banking salesWealth managementCross-sellingFinancial needs analysisInvestment portfolio managementInsurance products