About the role
FinEx AI summary
Promote retail banking and wealth management products to SupremeGold Private customers and acquire new high-net-worth clients through sales and marketing. Build long-term customer relationships and ensure branch sales comply with bank policies and regulatory guidelines. Requires at least eight years of banking experience and relevant IIQE and HKSI qualifications.
Core skills
retail bankingwealth managementsales and marketinghigh-net-worth customer relationshipsfinancial planningIIQE